How to Minimize the Damage From the Current Sell-Off
By Mike PattonIf you're like me, you've gotten several calls from clients about the market's poor performance. How to protect their portfolios? Start with rebalancing.
August 21, 2015
LTCI Watch: CandidatesWhy not get them all in to a debate about the "silver tsunami"?
August 20, 2015
Why you should start taking Social Security as soon as possibleIn most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they possibly can.
August 20, 2015
Why the Fed Is Wishy-WashyThe FOMC July meeting minutes didn't necessarily reflect a Fed that wishes to keep its cards close to its chest.
August 20, 2015
Citi Overlooked a Few Thousand Illegal TradesA major job of banking compliance is to keep separate a bank's trading and relationship functions. Citigroup Global Markets sometimes messed up that separation.
August 20, 2015
AUM or Flat Fees? Start and End With Your Clients’ NeedsOnce youve determined who your target clients are and what services you will provide, decide how to charge them based on their needs, not yours.
August 19, 2015
How Not to Conduct a Legitimate Study on DOL Fiduciary CostsFSI/Oxford surveyed BD and clearing firm execs to get cost estimates for the DOL proposal, and then ran those predictions by other FSI member BDs.
August 19, 2015
What you need to know about mergers and acquisitionsThe benefits industry has seen a dramatic rise in merger and acquisition activity of late and, in many cases, that's a good thing.
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