Month: February 2011

Why Bond Portfolios are a Flawed Retirement Strategy

Craig Iskowitz  Conference Summaries  ,

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. There are three phases of life and three phases of investing based on a client’s income needs: Growth Only, Growth and Income and Income Only, according to Michael Jones, Founding Partner, Riverfront Investment Group. For retirees in the Income Only […]

Why Bother Using an SMA Outsourcer?

Craig Iskowitz  Conference Summaries  , , , , ,

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. According to a recent report by the Tower Group, the use of “cloud services” will become mainstream by 2015, stated Seth Johnson, CEO & Co-Founder, Redi2 Technologies. They will slowly evolve into public utilities that integrate traditional licensed software, augmented […]