Advisors neglect tax management
By Danielle AndrusAccording to an SEI Advisor Quick Poll, 95 percent of financial advisors aren't doing right by their clients regarding tax management, despite 97 percent saying...
August 18, 2008
Holly LongHolly Long was recently appointed vice president of private client services at Edgewood Partners Insurance Center. In this role she will develop risk management solutions for the firm's high-net-worth individuals. Prior to joining EPIC, Long served
August 18, 2008
Independent RIAs say things are looking upOptimism is rising among independent financial advisors, who, according to a new Schwab Institutional study, say they expect the S&P 500 to rise by the...
August 18, 2008
Prudential study shows long-term care costs increasingA new study from Prudential shows average costs for long-term care have increased over the past two years. The study breaks down the results into state-specific data, and an interactive mapping tool is available on the Web site. "Many
August 18, 2008
Back-casting FIAs - The crystal ball has some cracksOften you hear the statement, "past experience is not an indication of future results." This statement is a fair warning regarding back-casting used to illustrate fixed indexed annuities. But, I believe that this can be taken further
August 18, 2008
Seth J. BaumSeth J. Baum, MD, FACC, FAHA, has joined Life Insurance Concepts as chief medical officer. Prior to joining LIC, Baum served as adjunct professor at Florida Atlantic University and medical director of the Mind/Body Medical Institute at Beth Israel
August 18, 2008
The Lease of My WorriesI was in the process of moving my office and thought I had found the new place, until I hit a snag. I learned there's...
August 17, 2008
Prudential study shows long-term care costs increasingA new study from Prudential shows average costs for long-term care have increased over the past two years. The study breaks down the results into state-specific data, and an interactive mapping tool is available on the Web site. "Many
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