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