Inspiring loyalty
By Staff Writer15% - Percentage of affluent investors who say they would stay with an advisor based on the number of services they have with him....
September 25, 2008
Bernanke, you magnificent bastardBernanke nailed it. Not something you hear in many circles at the moment. Lord knows I've had my problems with the man. But in today's...
September 25, 2008
Give the gift of tax liabilityClients who own concentrated stock and are wary of diversification may be more open to giving their assets to loved ones or charities, according to...
September 25, 2008
Homes sales, inventory decliningCause for hope, perhaps? The Wall Street Journal reports the backlog of unsold homes is shrinking, even as sales of previously owned homes declined in...
September 23, 2008
Boomers hit hard by housing crisisExactly how many Americans age 50 and older are feeling the blunt impact of the housing crisis? In an unprecedented study, AARP reveals for the...
September 23, 2008
Non-profits aim to improve boomer financial literacyIn an effort to improve the financial literacy of baby boomers, 11 non-profit financial associations representing more than 200,000 financial services professionals around the world...
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