A sorry state of affairs
By John SullivanGood to see someone stepping up for boomers. After a commencement season filled with pessimistic speakers bemoaning both the state of the country and the...
June 25, 2009
Estate planning, savings drive life-annuity comebackThere's hope yet for the life-annuity industry. Although insurers are still struggling with the fallout from the economic crisis, a report from Conning Research and...
June 25, 2009
Women key to LTCI marketStill struggling with your LTCI message? You might be targeting the wrong spouse. Two-thirds (66 percent) of purchasers were women and the average single premium...
June 25, 2009
No absolution from FINRAFINRA has thrown a wire-house broker out of the securities business for victimizing a 64-year-old nun. According to FINRA, the nun received a $531,000…
June 25, 2009
Study: Advisors and their firms disagree on major business-building practicesNew research indicates there are some major disconnects between advisors and their financial institutions. When ranking the importance of marketing support functions, consulting firm CEG...
June 25, 2009
Low energy ideas"You never want a serious crisis to go to waste." So said Rahm Emanuel, the President's chief-of-staff, and boy did he mean it. Energy reform...
June 24, 2009
PIMCO Launches Its First ETFThe PIMCO 1-3 Year U.S. Treasury Index Fund (TUZ) began trading in early June. This ETF focuses on U.S. Treasuries with short-term maturities and is benchmarked...
June 24, 2009
Call for Entries!Research magazine asks readers to enter our third-annual ETF Advisor Hall of Fame contest. Nominations are being accepted from financial advisors (individuals or teams) who make extensive use of ETFs in building client portfolios. The deadline is July 10.
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