Top two takeaways from the LISA Fall Conference
By Robin S. Weinberger and Peter N. KatzThere was good news and bad news at the Life Insurance Settlement Association's recent meeting.
November 21, 2012
Why Some Advisors, SMA Managers Love to Hate UMAsUnified managed accounts don't always bring advisors and portfolio managers the professional recognition they deserve, some say.
November 21, 2012
Three Steps to Starting a Retirement-Plan Advice PracticeEach of the three classic prospecting steps I followed can be replicated by any other advisor.
November 21, 2012
A Thanksgiving thank youA Thanksgiving tribute from an editor who needed a helping hand and found one in a total stranger.
November 21, 2012
Compromise Time? Eliminating the Fiscal Cliff With Current Tax RatesThe presidential election is behind us but the clock is still ticking on tax increases scheduled to take effect January 1. One solution involves capping deductions while reducing tax spending for all taxpayers.
November 21, 2012
Disability and inflationThe guiding principle is that more money when you're disabled is better than less.
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