In Election’s Wake: What Now for Advisors?
TDAI offers some insight to changes at SEC, key congressional committees and 401(k)s.
An Annuity RIAs Will Love? SSG’s Dan Skiles Explains
Can RIAs ever love annuities? Apparently so.
Through the Looking Glass
DoubleLine’s Jeff Gundlach hosted a Web seminar in mid-September titled, “Mirror, Mirror on the Wall,” a theme he’s trumpeted in a number of venues recently.
Advisors Going Independent: The Issues, the Costs, the Payoffs
A Sept. 25 Web seminar featuring Tom Giachetti, Tim Welsh and David Patchen addresses the key issues for any advisor looking to 'break away' from a wirehouse, change broker-dealers or go completely independent as a RIA.
Sammons Annuity, IRA Use Asset Allocation Model to Simplify Fund Selection
Sammons Retirement Solutions held a Web seminar on Thursday discussing two new products launched in February.
DoubleLine’s Gundlach Contradicts Bill Gross, Says Inflation Unlikely
On a Web seminar, a whirlwind trip around the globe to where the star fixed-income manager sees problems and potential.
Whose Death Triggers Which Death Benefit in That Annuity?
Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.
2012 SMA International Equity Manager of the Year, No. 2: Cambiar Investors LLC
“You don’t have to find every single great stock out there,” says Jennifer Dunne, the firm’s international portfolio manager and senior analyst. “But if you put one in the portfolio, it better go up.”
Heritage Planning Pt. 8, Bringing Families Together Financially
The Family Bank: how to build it; what it accomplishes for each family.
2012 SMA International Equity Manager of the Year, No. 1: Invesco Ltd.
Three key ingredients—philosophy, team and process—helped Invesco’s International ADR Growth SMA/Wrap make this year’s cut.