Keep an eye on SB 1372
By Daniel WilliamsWhile most of us in the industry have kept our eye firmly on SEC 151A, Sheryl J. Moore, president and CEO of Lifespecs.com and AnnuitySpecs.com, says we should be keeping an eye on Florida Senate Bill 1372 as well. [Editor's note: Moore sent
March 26, 2009
Working boomers will keep workingThe recession sent a shock wave through everyone's retirement plans, but had particular impact on baby boomers. A study from MetLife found while 60 percent...
March 26, 2009
The outsourcing dilemmaTumult in the economy has left many advisors focused on soothing their clients' fears, leaving less time for actually managing portfolios, writes Max Alexander for...
March 26, 2009
A Ponzi pioneerA pioneer of the fee-only financial planning movement has pleaded guilty to embezzling more than $3 million from her clients. The New Orleans-based planner promised returns of between 13 percent and 26 percent to prospects who invested in two
March 26, 2009
Keep an eye on SB 1372While most of us in the industry have kept our eye firmly on SEC 151A, Sheryl J. Moore, president and CEO of Lifespecs.com and AnnuitySpecs.com, says we should be keeping an eye on Florida Senate Bill 1372 as well. [Editor's note: Moore sent
March 26, 2009
Stimulus bloodletting"This thinking is like bloodletting in the middle ages. Take out a pint of blood. The patient gets sicker, so the reason must be that...
March 25, 2009
Money-Making Market LessonsWhile the recent crash course in market downturns has been painful for advisors and investors, there are some valuable lessons to be appreciated.
March 25, 2009
Elder financial abuse off the chartsAs consumers, particularly seniors, face trust issues regarding their money, this is a good opportunity for you to step in and educate your clients and guide them with a steady hand.
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