Contributor: Oliver Muhr
In an uncertain market, financial advisors must constantly prove their value and build client trust. The ability to do this well relies on being productive, efficient and cost-effective at all times, while giving investors the transparency they demand and capitalizing on change in the industry.... read more
Contributor: Dave McConkie
In December 2008 my neighbor, who was turning 60, announced that his 401(k) was struggling and he was getting very nervous about his ability to retire. I asked how diversified his portfolio is, expecting to hear something along the lines of 50% stocks, 40% bonds and 10% cash. His response shocked me: “I currently have 100% of my 401(k) in a REIT Index Fund.”... read more
Contributor: Mike Vogel
After the 2008 market collapse and recession, retirement providers have responded with new and varied products to address the shortcomings of many individuals’ retirement plans. Providers are challenged to create more innovative and robust solutions to address a wide variety of needs. At the same time, Information Technology (IT) groups are challenged to do more with less, extend the life of legacy platforms and limit major system changes and upgrades. ... read more
Contributor: Jennifer Valdez
For years, advisors at financial institutions have relied heavily on risk tolerance questionnaires as a method to profile their clients. The answers are weighted and scored to derive what is considered to be an appropriate investment objective and corresponding asset allocation.... read more
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