New Year's resolutions for success
By Daniel WilliamsIt's just a couple of more days before we turn the page on 2008 and usher in 2009. This year has been tough on many in the financial services industry. I've spoken with many of you, either by phone or e-mail, to get your feedback on the
December 25, 2008
Boomers: Communicating with parents71% -- Percentage of boomers who recommend involving siblings or other family members when talking to parents about caregiving. 33% -- Percentage of boomers...
December 25, 2008
The bridge to inquiryGiven recent headlines, prospects are understandably skeptical of any financial professional, and trust among the general public of the industry as a whole is at...
December 25, 2008
Is a bubble forming around generics?Brian Laegeler of Morningstar is predicting a boom in generic drugs once Obama is settled in the White House. The president-elect's plans to increase insurance...
December 25, 2008
SEC to investigate ... SECThe U.S. Securities and Exchange Commission is in an unenviable position of late. Between dropping the ball on the Bernie Madoff scheme, and failing to pick up on the danger Wall Street's biggest banks were in, the Commission is struggling to
December 25, 2008
Big dreams, little schemesA Georgia financial advisor and registered representative pleaded guilty to mail fraud in connection with a scheme that victimized more than 10 clients and resulted in losses of $4.6 million. The advisor apparently convinced clients to liquidate
December 25, 2008
NAR pushes for housing stimulusSales for existing homes fell in November, according to the National Association of Realtors. Existing homes fell 8.6 percent, more than 10 percent from a...
December 25, 2008
The year in regretWhen trailing 12 months of misery are capped with the most respected name in high finance revealed to be nothing more than a lowly crook,...
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