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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.
October 12, 2011, Advisors/Planners/Reps , Technology, Company/Trade Group News, News
Wealth2k income planning tool added to Pershing advisor platform
Income for Life Model, a time-segmentation retirement income planning tool from Wealth2k, will be integrated into the NetX360 advisor web platform offered by Pershing, the clearing firm owned by BNY Mellon.
Wealth2k, developer of the Income for Life Model (IFLM) retirement income planning tool, and Pershing LLC, the giant clearing firm, have announced that IFLM will be integrated into Pershing’s NetX360 advisor platform.
The integration “enables financial professionals to easily assign assets, and soon positions, into income generating buckets within a retirement income plan; making it easy to monitor progress and adjust plans as necessary,” David Macchia, CEO of Wealth2k, said in a release.
The terms of the deal weren’t disclosed. According to the Wealth2k website, individual financial advisors can license IFLM, and an advisor website template called Retirement Time, for $99 a month.
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