Women advisors and the desire to give
By Lisa BussengerAs women advisors, we have a gift to share with our clients: the gift of understanding and caring.
July 26, 2016
What Regulators Are Looking for in Your Firm’s CybersecurityOne in five RIAs could face a security breach this year; no wonder regulators are watching. At its best, cybersecurity management is a three-legged stool.
July 26, 2016
Tidal wave of insurance cash pointed toward junk bondsLife insurers will likely direct more of their money to high-yield bonds than they have in the past, writes Lisa Abramowicz.
July 26, 2016
Annuities as an RMD Answer: Navigating Potential PitfallsThere are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
July 25, 2016
Compliance: a differentiator and a profit centerCompliance can be useful in both prospecting and retaining clients. Find out more about building an in-house practice or going it alone.
July 25, 2016
Compliance: a differentiator and a profit centerCompliance can be useful in both prospecting and retaining clients. Find out more about building an in-house practice or going it alone.
July 25, 2016
Direct marketing of life settlements: good for consumers?Its up to producers to ensure that life settlement prospects are not underserved. Here's how...
July 25, 2016
What the Fed Will and Won't Do This WeekThe Fed's policy making body likely won't raise rates this week, but watch for some repricing of shorter-maturity U.S. Treasury securities.
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