Annuities sales up compared to 2008
By Daniel WilliamsWell, if you were looking for some good news, you might have found it in a recent annuities report.
November 24, 2009
A Closer Look at the Housing NumbersLike most pragmatic folks, I'm used to the divergence between perception and reality. But when the numbers and the intent fail to confirm one another, the skeptic in me tends to surface.
November 24, 2009
Peter Drucker for Wall Street CzarDrucker would advise Wall Street to ask what retail brokers think. About being a fiduciary, brokers might "surprise" execs. Many would say "Bring it on!"
November 23, 2009
Wall Street's Marie AntoinetteAs if Goldman Sachs did not already have enough image problems as the biggest pig at the Wall Street trough, it is now the most ...
November 23, 2009
Why I'm Using Client Questionnaires on P&C CoverageIn a recent post I discussed how financial planners should consider looking into a client's property and casualty insurance coverage. From the comments made on...
November 19, 2009
Men, young retirees more confident about retirementWomen may be taking the recession a little personally. A recent survey from Wells Fargo found 29 percent of boomer women are angry about the...
November 19, 2009
Frank-Dodd's power mad power grabMaybe Glenn Beck isn't a paranoid crybaby after all. With Palin and PelosiCare occupying pundits, it's easy to miss the Frank-Dodd move to "regulate" (i.e....
November 19, 2009
Annuity assets turn around after five-quarter declineIt seems five quarters of decline in variable annuities compared to other years may finally be turning around. The Insured Retirement Institute announced today that...
Commentary