Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
VA Points To Make When A Client Leaves A Job
By Richard ZayicekAmericans change jobs frequently, and that can mean multiple retirement plans--pension or profit-sharing plans, 401(k) or 403(b) plans, and personal individual retirement accounts.The question becomes, ...
January 01, 2008
Protecting Family AssetsLast month We looked at the emotional and financial challenges of advising a client during a divorce settlement. When analyzing the client situation, advisors have...
December 11, 2007
Insurer IRA Assets Increase 5%U.S. residents ended 2006 with $4.2 trillion in individual retirement account assets, up about 16% from the 2005 total.Researchers at the Employee Benefit Research Institute, ...
December 05, 2007
Executive Invests In Own CompanyRoy T.K. Thung has responded to a drop in the price of the stock of Independence Holding Company by spending $520,000 to buy 40,000 IHC ...
December 05, 2007
Pru Forms Joint Venture In IndiaPrudential Financial Inc. has become the majority owner of a new investment company in India.Prudential, Newark, N.J., will own a 61% interest in the new ...
December 01, 2007
7 ways to gauge the progress of your practiceI love this time of year. As I am still eating some delicious Thanksgiving leftovers, I take full advantage of the holiday season to reflect on the past year and begin preparing for the coming year.
December 01, 2007
Useful list of Medicaid disadvantagesQ. The Deficit Reduction Act has made Medicaid a less desirable solution for funding LTC. I do mention the disadvantages of relying on Medicaid during my client presentation. Do you have a list that I can use if asked more questions about Medicaid?
December 01, 2007
Asset Allocation, December 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.