2011 outlook on fixed index annuities
By Daniel WilliamsAs you're wrapping up your 2010 sales and gearing up for the holidays, most of you are done for the year and already planning your strategy for 2011.
December 21, 2010
Ron Roge’s Modest Proposal on FINRA as RIAs’ SRO: A Role for the CFP Board?Why not have the CFP Board serve as the SRO for all advice givers, as Ron Roge suggests, rather than, say, FINRA? Good idea, but . . .
December 20, 2010
This Too Shall PassOn December 7th, I attended a dinner with some industry professionals and business media colleagues in which we talked about many of the tidal forces that are making life in this industry so turbulent.
December 20, 2010
SEC Budget, Estate Tax Adjustments: Advisor Briefing for the Week of Dec. 20, 2010The Federal budget, retail and housing sales, Greek budget, and a new series looking at the markets and economy in 2011 highlight the week's news for advisors and their clients.
December 19, 2010
Legalized Tax EvasionCriticism of the tax deal that President Obama struck with Republicans is understandable.
December 19, 2010
Eyeing Alternatives to the Short-Term GRATWhile the nation's attention is riveted on negotiations between the Administration and Congress over the final disposition of the Bush-era tax cuts, advisors to the affluent are breathing easy.
December 19, 2010
This Too Shall PassOn December 7th, I attended a dinner with some industry professionals and business media colleagues in which we talked about many of the tidal forces that are making life in this industry so turbulent.
December 16, 2010
How to Network at a Holiday PartyHoliday parties are great. Whether it's your company party, your client's party, or a party with family and friends, it's a chance to have fun and get into the holiday spirit.
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