December 9, 2009

Asset Allocation
UBS Shifts to 'Bucket Planning'
UBS Wealth Management Research recently published a report describing the firm's adoption of the bucket method: "Retirement Planning Now - Risk: How Much Is Enough?" more…
Interview
Five Questions for a Top Retirement Advisor
A conversation with Trevor Mathias, Financial Advisor, Morgan Stanley Smith Barney, Chicago. more…
Financial Planning
Long-Term Care: Cost Forecasting
The LTC Cost Calculator includes adjustable "sliders" so individuals can view various scenarios in real-time, setting the stage for in-depth discussions and risk consideration. more…
Industry Trends
Retirement Risk Index Up as Investors Disengage
For financial advisors, there is an opportunity to reengage households by demonstrating an understanding of the frustration being felt, consistently offering relevant solutions and appropriately rebuilding balance sheets. more…

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