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NEWS OPINION SEP 10, 2007
The computer-driven advice model

The Pension Protection Act provides a good outline of the major components required Over the past year, I have written extensively on provisions of the 2006 Pension Protection Act. Let’s now focus on components of the PPA’s computer-driven advice model.

INVESTING ALTERNATIVES SEP 10, 2007
NFL veteran’s financial strategy relies on rock band, real estate

It’s only nine in the morning on this late-July day, but Tom Ensign’s white dress shirt is already blotted with dark circles of perspiration. Mr. Ensign, president and chief executive of Provest Management Group, is standing on a football field under a blazing-hot sun, which still is rising in a cloudless blue sky. The pungent smell of earth and grass hangs languidly in the hot, thick air.

NEWS REGULATION AND LEGISLATION SEP 10, 2007
CFP Board targets phony designations

As regulators and Congress scrutinize the proliferation of financial advisory designations aimed at bilking elderly investors, the organization that grants the certified financial planner credential is investigating whether its name is being improperly used by groups that promote bogus certifications.

NEWS INDUSTRY NEWS SEP 10, 2007
New book argues in favor of an all-bond portfolio

It may be heresy for most financial advisers, but in their new book “Bonds: The Unbeaten Path to Secure Investment Growth” (Bloomberg Press), authors Stan and Hildy Richelson advocate an all-bond portfolio.

YOUR PRACTICE FINTECH SEP 10, 2007
Advisers find value in new investor-focused websites

Several new online services aimed at individual investors are attracting the attention of advisers because of the potential they provide for marketing and collaboration.

NEWS INDUSTRY NEWS SEP 10, 2007
Educators aim to turn out fiscally responsible adults

It’s back to school for Monica Malanoski, a high-school teacher, and that means loading up her students with facts about marginal costs, market moves and equilibrium prices to prepare them for the next Maryland Economics Challenge.

NEWS INDUSTRY NEWS SEP 10, 2007
Morningstar’s stars shine after overhaul

For years, critics have slammed the Morningstar rating system for elevating faddish offerings while ignoring out-of-favor funds toiling away in difficult environments.

RETIREMENT RETIREMENT PLANNING SEP 10, 2007
Succession planning that’s all in the family

Sixteen years ago, Jessica Abrams’ life revolved around her pony. To buy the horseshoes and other accessories she needed for shows, the then 14-year-old baby-sat several days a week and carefully saved.

NEWS INDUSTRY NEWS SEP 10, 2007
Advice providers for DC plans go into withdrawal

The next generation of investment advice for defined contribution participants is here. After years of offering advice on the accumulation phase of retirement, several providers now are planning services that focus on the withdrawal phase.

RETIREMENT RETIREMENT PLANNING SEP 10, 2007
James Brown’s estate is a real mess

Poor planning leaves his heirs with unnecessary legal fees and an onerous tax bill The way his terrible estate plan is unraveling, if the late James Brown, the “Godfather of Soul,” could see from wherever he is, he wouldn’t be screaming his most-famous three words: “I feel good.”