Advisors want to be more efficient
By Danielle AndrusAdvisors are attempting to boost their productivity by increasing efficiency, a recent study by Rydex AdvisorBenchmarking found. Nearly 90 percent of firms are interested in...
February 18, 2009
Survey: Advisors concentrate on business efficiency and remain optimistic despite turmoilInvestment advisors are repositioning their business strategies to stay ahead of the market downturn. A recent Rydex AdvisorBenchmarking survey shows 61 percent of advisors are...
February 17, 2009
Steady decline in financial security confidence; retirement views stay positiveIt's the bad news we don't like to report, but can't ignore: Americans continually show little confidence in their financial security. Still, although the country...
February 17, 2009
Retirement income planning lessons from the economic crisisCulminating in the present economic meltdown, here are six lessons to be learned about retirement income planning and the events of the past decade, courtesy...
February 17, 2009
Pension contributions expected to doubleThe nation's largest defined benefit pension plans lost $49 billion in assets in January. Employers may have to double their contributions this year, according to...
February 17, 2009
Of Client Meetings and Trade PMRLast week I discussed my approach in meeting with a prospective client. This week I would like to refine that a bit and update you...
February 16, 2009
'Comfort and Joy'?A few paces from Chicago's Magnificent Mile where holiday shoppers were at the ready with their credit cards, consumer advocates were recounting how another kind of debt runs up.
February 15, 2009
Just The Facts, Ma'amIt will soon be George Washington's birthday, which brings back memories of the cherry trees and hatchets I learned about in my youth...
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