Wealthy stay focused on long term allocations and portfolio diversification
By Staff WriterWealthy investors are focused on long term allocations and optimal portfolio mix, according to the Dow Jones Wealth Management Advisory Council, a group of top...
February 10, 2009
Practice Management: Time to Make a Change?This is a time of peerless financial turmoil. Not only are the prices of stocks and bonds singularly volatile but so are the reputations of...
February 09, 2009
Parent care-giving takes toll on boomer finance, marriageOne in two baby boomers cares for an aging parent; The challenge is taking a financial, as well as marital toll on boomers. Care giving...
February 09, 2009
Life insurers face "challenging" accounting and regulatory changesThe life insurance industry will face "challenging" accounting and regulatory changes, according to a new study by Conning Research and Consulting, which indicates these changes...
February 09, 2009
SEC Chairman eases violation policy, boosts enforcementSEC Chairman Mary Schapiro said Friday she will do away with a two-year "penalty pilot" policy requiring Enforcement staff to get commission approval before negotiating...
February 09, 2009
How I Interact With ProspectsWhat a busy week. I had a few meetings with prospective clients, opened a few accounts with my new custodian, and learned more about technology...
February 08, 2009
The Perils Of Confusing Want And NeedA few decades ago the Rolling Stones famously sang: "You can't always get what you want; but if you try sometime, you might find, you get what you need."
February 06, 2009
Madoff victim list releasedIt's what the world has been waiting for - or most likely dreading. The complete victim list from the Madoff debacle has been released, and...
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