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Sounds Like a Plan
Wed, Jan 25, 2012
A directory of 27 software tools accompanies this overview of the rapidly evolving financial planning technology industry.
Industry Views
Burton Malkiel Talks About Efficient Markets
In this video sponsored by Vanguard, Burton Malkiel, Princeton professor and author of "A Random Walk Down Wall Street," talks with RIJ editor Kerry Pechter about what "efficient market" means to him. The 10th edition of "A Random Walk" has just been published.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Technology
The Outer Limits of Outsourcing
Wed, Jan 11, 2012
Advisors can’t do everything themselves. But they need to be careful in choosing what to hand off to a software tool, a vendor or an assistant.
Four Income Planning Tools
Wed, Jan 04, 2012
Here are brief reviews of four noteworthy but not-widely-known retirement income planning software tools, provided by the publisher of Virtual Office News and the T3 Newsletter. Mr. Bruckenstein is also a CFP.
