Retirement income without annuities
By Staff WriterInvestors may be put off by liquidity restraints in annuities, and wary of hidden fees, according to the Wall Street Journal. The paper cites a...
June 24, 2008
Ten ethical mistakesAdopting formal codes as a tactic rather than as a strategy, assuming rules will catch mistakes rather than addressing the underlying beliefs, motivations and culture. Managing ethics as a legal or PR variable rather than creating an opera
June 24, 2008
Boomer trends10 million - Number of baby boomers who will own a second home by 2010.* 82% - Percentage of boomers who use the Internet...
June 24, 2008
Hearings on industry regulation hit HouseEarlier this month, the House Financial Services Capital Markets Subcommittee held a hearing on legislation seeking to create a federal office for insurance regulation within the Treasury Department. The bill aims to improve financial regulation by
June 24, 2008
Oh, the humanityMore bad news from the Wall Street Journal this week. Home-price declines continued to get steeper in April, according to the S&P/Case-Shiller indexes and the...
June 24, 2008
Speculators -- Victims or vultures?Both presidential candidates would have you believe speculators are an evil, sub-human form of life coming to eat your children. The facts, regardless of the...
June 24, 2008
Rogue advisors on paradeA federal jury convicted six men in a $60 million tax scam that peddled phony trusts through a Chicago firm to nearly 700 wealthy clients. The advisors were convicted of diverting income from businesses into sham trusts, hiding millions of dollars
June 24, 2008
An insider's view: Donald WaltersFor this issue of our newest eNewsletter, Market Conduct & Suitability, Senior Market Advisor editor Daniel D. Williams spoke with Donald Walters of the Insurance Marketplace Standards Association (IMSA), the standards setting and compliance
Commentary