Internet deemed primary destination for investment information
By Staff WriterThe Internet prevails as the primary investment information source for both advisors and investors. Survey results released today by Forbes.com and business communications firm FD...
January 23, 2009
Insurance companies and independent marketing organizations file suit to overturn Rule 151AA coalition of insurance companies and independent marketing organizations has filed suit in federal court to overturn Rule 151A, a new rule by the Securities...
January 23, 2009
FINRA probes broker/dealers for investment advisory business informationFINRA has requested information from some broker/dealers about investment advisory businesses associated with their organizations, a Finra spokesperson told Dow Jones Newswires Thursday. Firms who...
January 23, 2009
Benefits increase for Social Security disability recipients - good news for boomers this year, but what happens in 2010?The largest cost-of-living adjustment (COLA) in 25 years for Social Security recipients this year means boomers with disabilities are also reaping the benefits. However, projections...
January 22, 2009
Boomers optimistic about health55% -- Percentage of boomers who said they feel healthier than their parents were at the same age. 73% -- Percentage of boomers who...
January 22, 2009
Fund managers holding onto hope - and cashFund managers are hopeful, but still aren't giving up their cash, according to the latest survey from Merrill Lynch. The survey found 35 percent of...
January 22, 2009
Advisors want business apps for mobile phonesTime is money, but you can't always be in the office. A survey by Aite Group found one-third of advisors spend 25 percent of their time working away from the office. Naturally, there should be a demand for business mobile applications; 62
January 22, 2009
Now's the time for estate planningNow is a great time for estate planning, and many planners are turning to grantor-retained annuity trusts to do that, writes the Wall Street Journal. The...
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