Reporting From Europe: Impact of Likely Greek Default, Exit From Euro Zone
By Ben WarwickIf Greece defaults, it will cost 425 billion euros and may precipitate further exits from other highly indebted euro zone nations.
May 14, 2012
Some Questions—and Answers—on the Spencer Bachus SRO BillSome of the answers: FINRA is the only viable option that has been identified as an SRO and, as Mercer Bullard commented, "the bill would impose a tax on small advisory businesses...and mainstream investors they represent."
May 14, 2012
The Proper Path to Integrated Wealth Management, Pt. 1: TrustsThe value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.
May 14, 2012
Disability Insurance Observer: The KidsMaybe workers need voluntary disability insurance -- and realistic risk assessment tools -- for their children.
May 14, 2012
IRS Steps Up Fight Against Identity Theft, PhishingAs if worrying about taxes werent enough to handle, a troubled IRS looks to prevent and detect identity theft cases.
May 11, 2012
Youth Will Be ServedKeep an eye out for two stories about highly motivated young people who are making a big impact in the life insurance industry right out of the gate.
May 11, 2012
Explaining LTCi Rate Hikes to ClientsTaking calls about the letters may be unnerving, and time-consuming, but it can be great for client goodwill.

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