Different shades of green
By Staff WriterWhile some investors may jump at the chance to invest in socially responsible funds, it's wise to approach green funds as you would any other,...
May 28, 2008
Forever blowing bubblesBefore the current subprime mess hit, too many people referred to the situation as a housing bubble. Incorrect. I've said for some time it was...
May 28, 2008
Indexed annuities sales slump in first quarterWith gas prices rising and the economy grinding down, it's no surprise that indexed annuity sales were down as well during the first quarter. According to the latest Advantage Index Sales & Market Report, the sale of indexed annuities
May 28, 2008
Curiosity only kills catsMitch Anthony and Scott West extol the power of curiosity for advisors in their book, "Your Client's Story." A healthy curiosity helps build relationships with...
May 28, 2008
Six steps to successful credibility marketingAccording to Don Schreiber, Jr. credibility marketing is well suited for financial professionals looking to increase their brand awareness and capture more of the market....
May 28, 2008
Managed accounts in the boomer portfolioFirst came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...
May 28, 2008
Green, for lack of a better word, is goodNo longer strictly for the patchouli-scented investors, green is now mainstream. Advisors who are skeptical of green efficiencies and marketplace potential should think again. According to...
May 28, 2008
The housing crisis is overHow is it I missed out on the greatest run-up in real estate prices in American history, one that lasted -- what -- 40 years?...
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