So Much for Oversight
By Bill CoffinOklahoma has given insurers the right to perform their own compliance audits in a shocking abdication of regulatory responsibility.
June 18, 2012
Soros’ Greek Election Prediction Comes to FruitionWith a recent speech delivered in Italy earlier this month, investment mogul George Soros believes that the euro may still continue to survive.
June 18, 2012
My Greatest Satisfaction, and Biggest Regret, as an AdvisorWhen I look back at my time as an independent advisor, there are some things I would have done differently.
June 18, 2012
What Does Betty White Know About Life Settlements?Betty White's not a financial planner, so what is she doing as a spokesperson for life settlements?
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanThe Obama administrations signals on whats ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
June 15, 2012
IRS Rules on Key Point on 401(k) VestingThe agency weighs in on how breaks in service affect a participants vesting in a 401(k) plan.
June 15, 2012
Drive Referrals With Co-Branded WebsitesSpruce up an outdated website by working with your strategic partners.
June 15, 2012
Drive Referrals With Co-Branded WebsitesSpruce up an outdated website by working with your strategic partners.
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