B/D Briefing: Ramping Up Technology
By Bob KeaneAs the financial services landscape reshapes itself, the largest clearing firms have been working to enhance their offerings to broker/dealers on a number of fronts,...
August 24, 2009
Calculating the Client's Savings RateThis week I updated a client's financial plan and refined my financial planning template by adding an additional metric. I have added an output page...
August 12, 2009
Five Questions for a Top Retirement AdvisorA conversation with Robert Haley, JD, CFP, Advanced Wealth Management/Commonwealth Financial Network, Portland, Ore.
August 12, 2009
Stress-Testing Retirement PlansStress-testing -- also known as scenario analysis -- starts with a base case developed on reasonable assumptions for key variables, such as higher inflation and lower portfolio returns.
August 12, 2009
Do Target Date Funds Still Have a Role?Target date funds (or TDFs) can still work well for investors who lack the time, talent or inclination to spend a lot of effort on managing their own investments, advisors say. And there are other uses for them, as well.
August 10, 2009
Schwab Charitable Expands Investment OptionsDonor-advised fund includes SRI and multiple fixed-income options
August 10, 2009
Time to Market Myself AgainAs long as I have been in this business, there have been periods of sowing and periods of harvesting. It is very rare--at least in...
August 04, 2009
Why your clients need you - and only youMost clients have one internist, one dentist, one estate planning attorney, one CPA and one P&C agent. If you asked these clients whether they considered having two internists or two estate planning attorneys they might look perplexed and