STOLI on the rocks (and off the docks)
By Brian AndersonThe Wall Street Journal on Monday ran an interesting piece about state regulators cracking down on "middlemen" pushing Stranger-Originated Life Insurance (STOLI).
June 23, 2010
Four Funds for EuropeDespite the bad news of late, Europe's investment potential and some select mutual funds with a focus on Europe are worth careful consideration, advisors say.
June 23, 2010
The 7 People You Meet at Networking Events - and How to Avoid ThemYou can't go it alone as an advisor. Unfortunately, in trying to meet the right people, we don't always succeed - which is to say that we sometimes meet the wrong people.
June 23, 2010
How a Top Advisor Uses BRIC FundsA conversation about mutual funds and investing in Brazil, Russian, India and China with Carl J. Macko, MBA, CFP, president of Synergy Capital Management LLC, Atlanta.
June 22, 2010
How to end prospecting and referral challengesAsk yourself this question: Do your top clients know your full range of services and what you're looking for?
June 22, 2010
How to end prospecting and referral challengesAsk yourself this question: Do your top clients know your full range of services and what you're looking for?
June 21, 2010
Morningstar Confab: Watch Four Trends, Says PhillipsRegulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off in Chicago.
June 21, 2010
Real World BluesLast week offered some good news and some bad news for the proponents of a fiduciary duty for all financial advisors. First, the good news:...
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