Who does what in a life settlement transaction?
By Robin S. Weinberger and Peter N. KatzBy using the experience and expertise of a life settlement brokerage, the producer can fulfill their fiduciary duty.
March 09, 2015
MPT or MRT? Contrasting retirement income modelsThe safety-first approach continues to draw attention as a retirement-income planning model and as an alternative to modern portfolio theory (MPT).
March 06, 2015
On the Third Hand: Dear Supreme CourtThe court should say quickly what it will or won't do for the 2015 and 2016 markets.
March 06, 2015
This week in viral: What color did you see #thedress?Black and blue or white and gold, this dress had everyone in the world talking about it. What can we learn from its virality?
March 06, 2015
A Fiduciary Standard May Leave Some Investors Out of LuckThe fiduciary standard may bring a higher level of service to some investors, but it may also inadvertently leave many out in the cold.
March 05, 2015
Make the DOL Fiduciary Headlines Work for Your Retirement PracticeAdvisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
March 05, 2015
Advisor Compensation: The Value of Investing in TalentFor RIAs, attracting and retaining top talent is more competitive than ever, but its also more important than ever.
March 05, 2015
Managing the Risks While Renovating the HouseExposure for high-net-worth clients renovating their homes comes before, during and after the actual work. Risk #1: the general contractor.
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