The Case for a Healthcare Advocate: The Financial Gerontologist Blog
By Rosanne RogéI would recommend that anyone with elderly parents or grandparents inquire with the insurance company (or other relevant service provider) if they have an "authorization to release information and/or designation of a representative." This way, you are able to act efficiently on the elderly person's behalf and make their life...
September 30, 2010
More advisors going rogueThe Securities and Exchange Commission has enacted an asset freeze and other emergency measures against the estate of a Florida retirement advisor who defrauded hundreds of Federal law enforcement officers.
September 30, 2010
Mistrust equals 'death of a salesman'When SEC 151A was essentially put to rest this past summer, many in the industry breathed a sigh of relief. Veteran life insurance advisors would not fall under the jurisdiction of the Financial Industry Regulatory Authority.
September 30, 2010
The troubled state of ethics in our industryIt seems there is a new article in the financial press every day about a breakdown in ethics that leads to disciplinary action by one government agency or another.
September 30, 2010
Top Wealth Managers: Make Your Firm Recession-ProofThe time to prepare your firm for another dip is now, not when we are in the middle of it.
September 30, 2010
Wealth Portfolio: Top Six Areas Wealth Managers Should Consider for OutsourcingOutsourcing can make your firm look larger and give you more time to do what you do best.
September 30, 2010
Bring on the Good GuysBring on the Good GuysI have written a lot about industry reputation lately, and on how the general public vilifies insurance by default. A while ...
September 29, 2010
Debit card bluesThis year, my wife and I have had three separate debit card frauds. The first was early this year, when someone near Los Angeles, 1,500 miles or so from Tulsa, Okla., used our card number to buy booze and equipment.
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