The new retirement challenge
By daniel williamsSeniors and their advisors must redefine their idea of retirement to be successful.
January 18, 2010
Business Is Picking UpAs I approach the end of my third year as an independent RIA, I am very glad to have made the decision to leave the...
January 18, 2010
From the SEC's Schapiro, Almost All the Right Words on FiduciaryMuch is being made of SEC Chair Mary Schapiro's testimony in front of the Financial Crisis Inquiry Board on January 14 regarding her comments about...
January 17, 2010
For the Anti-Reform-Minded, a Glimmer of HopeSince Democrats gained control of the White House and Congress with the 2008 election, health care reform has moved full-steam ahead, and showed little signs of slowing.
January 15, 2010
Crisis Culprits to Pay Back Cash?It has been an extraordinary week, by any standard, if you were paying attention to what was happening in Washington regarding the financial crisis.
January 14, 2010
Proposal to promote annuities could meet with oppositionThe U.S. Treasury and Labor Departments will soon ask for public comment about a plan to promote converting 401(k) and IRA savings into annuities or...
January 14, 2010
Boomers will fuel future drug boomA recent survey by the National Survey on Drug Use and Health found that by 2020, the number of people needing treatment for substance abuse...
January 14, 2010
All eyes on the health care prizeIf it's Tuesday, this must be Boston. As many pundits before me have noted, what an upset it will be if Republican challenger Scott Brown...

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