Life Settlement Tax Rules Could Change Again
By Neal JacobsA life settlement executive sizes up the market, in time for the 2019 Life Settlement Institutional Investor Conference.
January 23, 2019
Best Ways to Relieve Growing PainsIt's not easy moving from a solo to an ensemble firm, but some strategies can make the associated changes much easier.
January 23, 2019
Let's Help More People With Diabetes Get Life InsuranceReinsurance company executives talk about strategies for making products more inclusive.
January 22, 2019
What's Behind the War on Variable Annuities?Beyond the current fight over Ohio National trailing commissions, it seems that broker-dealers and regulators hate VAs; but for some investor clients, the security they offer makes them lovable.
January 22, 2019
Why the Quants Aren't Adding UpBlack-box investing strategies are vulnerable to a host of inherent biases, which are now being exposed.
January 18, 2019
How to Make a Change That SticksSometimes for us to move in the right direction, we need an "aha" moment, like running a bike into a parked car.
January 16, 2019
How Advisory Teams Boost Growth and Client SatisfactionEvery firm, no matter what size, can gain by using "advisor teams," which can link clients more deeply to the firm overall and not just to an individual advisor.
January 16, 2019
Here's What AI Can Do for AdvisorsAI can help advisors work smarter and provide more value to clients, but it isn't the answer to every problem.
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