A Context for Considering Variable Annuities with Living Benefit Riders
- Why We Count on Model Portfolios. // Financial Planning;Apr2005, Vol. 35 Issue 4, p23
Explains the use of model-based portfolios in financial planning. Limitations of the use of portfolios based on risk and reward parameters; Advantages of model portfolios for financial planners; Factors to be considered in assessing financial risks.
- Reader Spotcheck. // Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p33
This article presents the result of the survey conducted by the periodical on various financial planning issues in the U.S. A statistics reveal that majority of financial planning practitioners failed to take formal steps to determine the value of their practice. Majority of consumers believe...
- Corrupted Investment Solutions. Jahnke, William // Journal of Financial Planning;Oct2004, Vol. 17 Issue 10, p26
This article discusses various strategies and trends in the field of investment portfolio management in the U.S. as of October 1, 2004. For all the hoopla in the profession about managing investment portfolios to meet client objectives, this is one of the weakest areas in practice. Finding the...
- Exploring 2 Stubborn Investment Issues. Warschauer, Thomas // Journal of Financial Planning;Jun2015, Vol. 28 Issue 6, p22
The article discusses factors that financial planners should consider when recommending portfolios to clients. Topics covered include segregation of a client's assets by goal, pros and cons of funding client goals simultaneously or sequentially, and the need for planners to incorporate...
- Asset allocation: a must. Roberts, Stephen // Money Management;2/16/2006, Vol. 20 Issue 5, p14
The article explains the importance of asset allocation. It cites some forecasts for asset class returns that will help Australian clients appreciate asset allocation. The outlook for the next decade includes likely moderation of the unusually strong returns on growth assets, average cash...
- The Irrational Adviser. Horwitz, Michael B. // Financial Planning;May2004, Vol. 34 Issue 5, p85
Recognizes the irrational beliefs of financial advisers in the financial planning practice. Vulnerability of advisers to self-doubts; Problem with the belief of advisers to gain approval from all clients; Competence of advisers.
- FundsNetwork sharpens portfolio tools. Shaw, Sam // Money Marketing;1/26/2006, p22
The article reports on the changes being made by Fidelity FundsNetwork to its portfolio planning tools to enable advisers to create their own preferred funds' panels. Under the changes, advisers can set up model portfolios covering different risk profiles that can be used across multiple clients.
- A modern take on an old portfolio theory. Bland, Leeanne // Money Management;5/12/2005, Vol. 19 Issue 16, p26
The article presents information about the modern portfolio theory (MPT) and its comparison with the old portfolio theory. In the U.S. "Journal of Financial Planning," journalist Bill Jahnke puts forward a summation of post modern portfolio theory. Economic consultant and author Peter Bernstein...
- Multi-manager investments to grow in China. Lau, John // Asian Investor;Dec2008, p32
The article discusses the manager-of-managers and fund-of-funds concepts. Multi-manager investment products are established on the belief that not all money managers are good in all markets. Multi-manager products are aimed to spread investment money. Manager of managers may be responsible for...