H.R. 1: More Than Medicare Reform
By Allison BellByCongressional passage of H.R. 1, the Medicare Prescription Drug, Improvement and Modernization Act of 2003, should open up new opportunities for insurers to sell health ...
November 25, 2003
Help Your Clients Make The Most Of Their Charitable GiftsEach year, Americans give billions of dollars to support their favorite charities. Total charitable giving reached $240.92 billion in 2002, with 76.3% of that figure ...
November 25, 2003
Talking To Clients About CharitiesByWorking in the charitable giving area has great rewards for planners: It helps them build better relationships with clients while aiding their local charitable ...
November 25, 2003
Insurers Ready For AICPA Guideline On Guarantees In Variable ProductsInsurers Ready For AICPA Guideline On Guarantees In Variable ProductsByInsurers have started announcing anticipated charges to reflect a new accounting guideline that will largely affect ...
November 24, 2003
Stock Funds Gather AssetsNov. 21, 2003 -- Stock funds gained assets in the week ended Nov. 19, while investors pulled money out of bond funds, according to TrimTabs.com. Domestic...
November 24, 2003
Mezzacappa Registers Two FundsNEW YORK (HedgeWorld.com)--Fund of funds manager Mezzacappa Investors LLC registered two new vehicles with the Securities and Exchange Commission. One, Mezzacappa Long/Short Fund, allocates to managers...
November 24, 2003
FRC: Power Boomers Drive IRA RolloversNU Online News Service, Nov. 24, 2003, 8:51 p.m. EST -- The success or failure of financial services firms will depend increasingly on their ...
November 24, 2003
N.Y. Life Names 36-Year-Old Life Unit Co-HeadNU Online News Service, Nov. 24, 2003, 3:43 p.m. EST -- New York Life Insurance Company, New York, has named a 36-year-old executive co-head ...