Are Deferred Annuities Becoming the Default 401(k) Investment?
By William H. Byrnes, Robert BloinkThe IRS approval of deferred annuities in TDFs makes it very likely that the prevalence of these products is about to explode.
November 06, 2014
Why NASAA is leading the charge against elder fraudAt least one-third of the enforcement actions initiated by state securities regulators involve senior investors.
November 06, 2014
Financial Planning Programs Clamoring for Latina StudentsYoung Hispanic women have been the "star performers" in William Paterson's financial planning degree programs and are highly sought after by other schools.
November 05, 2014
Enhancing Creditor Protection of IRA FundsDespite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
November 05, 2014
Why NASAA Is Leading the Charge Against Elder FraudAt least one-third of the enforcement actions initiated by state securities regulators involve senior investors, and NASAA is tackling the issue head on.
November 05, 2014
On the Third Hand: CommunicationsOne way for the Obama administration to show that it got the message would be to open up.
November 05, 2014
Why the FPA Can’t Win in the Broker MarketIts hard for me to believe that FPAs scanty record on CFP advocacy is the reason membership is falling while the number of CFPs rises.
November 05, 2014
How best to prospect during the holiday seasonHow to handle the typical prospect response, "Call me after the holidays?" Offer a reason to meet with you now.
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