How to spot a life settlement opportunity
By Robin S. Weinberger and Peter N. KatzThe window for a life settlement can be fleeting. Here's what to look for ... before it's too late.
December 19, 2012
Want Professional Standards, Advisors? Get an Exclusionary RuleIf youre going to have professional standards, you have to be able to kick out folks who dont meet them.
December 18, 2012
Muted Beta: Long/Short Equity for an Uncertain MarketFewer constraints at the edge of the Cliff just might be a good thing: a look at how to measure long/short strategies.
December 18, 2012
Gift Now or Not? Impact of Pease Limit on Charitable DeductionsWhile many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.
December 18, 2012
Eliminating Manual Processing in Alts: Millennium Trust’s McCartanNew research explores the issue of manual processing and reporting of alternative investments. Millennium Trust's Scott McCartan explores the findings.
December 18, 2012
Warn the womenFemale long-term care insurance shoppers should think about buying sooner rather than later.
December 18, 2012
Tiny earthquakesEvents from the December 14 mass shooting at Sandy Hook Elementary have one editor looking for answers wherever he can find them.
December 17, 2012
On the Third Hand: MeanieThe new multi-state plans should comply with the rules of one, and only one, really tough state.
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