A question of control
By staff WriterWhen the discussion turned to who should have oversight of insurance products, no one wanted to see regulation of annuities turned over to FINRA and Mary Schapiro, who admitted to NAFA's Kim O'Brien that she wanted more oversight authority: "[She]
April 15, 2008
Nathan RheinhardtNathan Rheinhardt was recently appointed vice president of advisory services at INVEST Financial Corporation. He is responsible for helping INVEST's independent advisor partners transition to offering fee-based investment advisory services, and will
April 15, 2008
Andrea Hunnicutt GraterAndrea Hunnicutt Grater has been named secretary of Chix In Business. Grater helped found the nonprofit organization in 1998 for women business owners to support and educate each other through building personal and business relationships,
April 15, 2008
Common pricing mistakes1. Companies base their prices on their costs, not their customers' perceptions of value. 2. Companies base their prices on "the marketplace." By resorting to "marketplace pricing," companies
April 15, 2008
Finding the lost generationWe find ourselves not only in a questionable stock market, but also in a depressed real estate market resulting from sub-prime lending troubles. With all of this bad news is there anything good left to talk about when it comes to your savings? Does
April 15, 2008
Jumping the retirement planning hurdle30%: Percentage of Americans who think starting retirement planning is difficult. 34%: Percentage of affluent Americans who have trouble identifying appropriate retirement products. 23%: Percentage of Americans
April 15, 2008
Sales and Suitability -- Dateline NBCI'm sure most of you saw Dateline NBC last Sunday. After talking with carriers, wholesalers and advisors, what struck me the most about "Tricks of the Trade" was not the piece itself, but the industry's reaction. No one panicked. No one reacted
April 15, 2008
Sales and Suitability -- Dateline NBCI'm sure most of you saw Dateline NBC last Sunday. After talking with carriers, wholesalers and advisors, what struck me the most about "Tricks of the Trade" was not the piece itself, but the industry's reaction. No one panicked. No one reacted
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