Wed, Jan 25, 2012
A directory of 27 software tools accompanies this overview of the rapidly evolving financial planning technology industry.
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.
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RIJ Publishing, 4340 Knollwood Dr., Emmaus, PA 18049, 610-965-3103
Retirement Income Journal is an online magazine dedicated to writing for and about the industry that has coalesced around the challenge of helping Americans turn their savings into secure lifetime incomes. This industry includes members of the insurance, asset management, banking, pension, structured products, reverse mortgage, information technology, financial planning and academic communities and the professional organizations that serve them.
Send editorial queries to kerry.pechter@retirementincomejournal.com.
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