Let the budget lobbying begin
By Brian AndersonPresident Obama's $3.7 trillion 2012 budget proposal released Monday predictably includes some provisions that have the life insurance industry on high alert.
February 16, 2011
Leveraged ETFs & Calls for More Regulation: Caveat EmptorSome ETF executives and other experts are calling for increased suitability requirements for the sale of sophisticated ETFs.
February 15, 2011
Advisor vs. machine: Your practice in Jeopardy!Is anyone else watching Jeopardy! this week, where past superstar humanoid contestants pit their knowledge against Watson, an IBM-programmed supercomputer?
February 15, 2011
Advisor vs. machine: Your practice in Jeopardy!Is anyone else watching Jeopardy! this week, where past superstar humanoid contestants pit their knowledge against Watson, an IBM-programmed supercomputer?
February 15, 2011
FBR Initiates Coverage on Fifth Street Finance (FSC)The firm initiated coverage with an “outperform” rating and a $14.50 price target.
February 15, 2011
6 Steps to Creating a 'Stop Doing' List to Increase Firm CapacityBefore adding headcount, take a look at your firm’s current processes and activities to see if you can increase capacity through greater efficiency.
February 15, 2011
Widening the View of Risk ToleranceOne of the most valuable services a financial advisor can provide to retired clients is an assessment of the finance-related risks they face.
February 15, 2011
The Advantage for Advisors of a Fiduciary Duty Right NowNo matter what the SEC decides to do (or not do), there remains a broad marketing advantage right now for fiduciary advisors.
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