All Hail the Overlay Manager
By Staff WriterUnified Managed Accounts (UMAs) give advisors the flexibility to choose their own asset allocation and preferred products while delivering enhanced levels of customization. But the...
April 01, 2005
SEC Gearing Up for New RulesGet ready. The Securities and Exchange Commission is expected to issue a new rule this year on soft dollars as well as amendments to Form...
April 01, 2005
THE GLUCK REPORT, Part II: Behave YourselfHow do you explain to an alcoholic employee that his drinking is affecting his job? How do you deal with an employee who glares at...
April 01, 2005
In the PipelineFor advisors, one of the most ballyhooed promises of the dot-com era has failed to materialize--account aggregation has not made significant headway. If you remember...
March 31, 2005
Ruling Bars EEOC Change In Retiree Health Rules (Updated)A federal judge in Philadelphia says employers who offer retiree health benefits have to offer comparable benefits to early retirees and to retirees who ...
March 31, 2005
Moody's Cuts AIG RatingsAmerican International Group Inc., New York, has lost AAA ratings from another rating agency.[@@]The New York office of Moody's Investors Service says it has ...
March 31, 2005
Fixed Annuity Buyers Still Choosing 1-Year GuaranteesNU Online News Service, March 31, 2005, 3:58 p.m. ESTConsumers continue to try to keep their powder dry.[@@]A few years ago, when interest rates ...
March 31, 2005
Peachtree Securitizes Annuity Income StreamsNU Online News Service, March 31, 2005, 4:09 p.m. ESTA Boca Raton, Fla., financing firm says it has completed a $100 million securitization of ...