The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:More Newsletters for Advisors Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 20, 2004

More Newsletters for Advisors

by: Sean Hanna, Editor in Chief

Ibbotson Associates is targeting advisors with a newsletter focusing on financial planning education. The Chicago-based fund tracker is writing the newsletter with the end investor in mind and will allow the advisor to brand it with their own logo and deliver it by paper or to post it on their Web site. Advisors will also be able to send the quarterly newsletter as an email. The effort is one of a number aimed at helping advisors built client loyalty and trust.

"For more than a quarter of a century, our goal at Ibbotson has always been to help our clients help their clients," said James Licato, senior product manager at Ibbotson Associates. "We're using our planning expertise and our expansive academic resources to provide guidance on crucial topics through a quality educational product. And we're making it available in a flexible format that allows companies to disseminate the newsletter in the manner that best suits their client base."

Each issue of Financial Vision will contain four articles on pre- and post-retirement planning. The first issue features articles on: 1) key factors that determine an asset allocation policy, 2) benefits of tax-deferred investing, 3) impact of rising healthcare costs and 4) managing debt.  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use