New Hire Roundup: Ex-NFL Quarterback Joins Lourd Capital Management
This week in new hires, Lourd Capital Management welcomed former NFL quarterback Cade McNown as vice president, and Christine Walker went to Drexel Morgan Capital Advisers.
Milevsky: Solving Chile’s Annuity Puzzle
An on-the-scene inquiry into why Chileans buy so many annuities.
Valerie Brown: The 2013 IA 25 Extended Profile
The CEO and president of Cetera Financial Group said she grew up with a love for numbers and math. Her background in chemical engineering, which she called a “perfect fit” for the financial services industry, didn’t hurt, either.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Energy Risk Equals Insurance Opportunity
There’s a Chinese character that can be read as either risk or opportunity, and according to a report by global reinsurer Swiss Re, that’s exactly what the future in energy production presents for the insurance industry.
Top 25 Finance Company 401(k) Plans: BrightScope
To judge by the 401(k) plans that finance companies offer their employees, they’re doing a good job of doing unto themselves as they would have others do.
Just a few days before Hurricane Sandy barreled up the East Coast, German reinsurance giant Munich Re issued a new report titled “Severe Weather in North America” revealing that weather disasters have hit North America far harder than they have the rest of the world.
The Future of Financial Advice? Maybe It’s Health Care
I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
How Clients Can Secure Their Property: Lessons From Sandy
Given that many Sandy-stricken areas are still without power, how can property owners—whether business or homeowners—protect themselves against crime?
NY, NJ and Conn.: No Hurricane Deductibles After Sandy
New York, New Jersey and Connecticut officials say Sandy was a post-tropical cyclone at the time of landfall, and therefore insurers will not be permitted to apply hurricane deductibles.