Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
7 ways to gauge the progress of your practice
By Dean ZayedI 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
130/30 Market May Open UpDespite the growing popularity of 130/30 strategies, this market remains in its infancy and is likely to change in radical ways over the next few...
December 01, 2007
Building Your Own Holy GrailIn more than 15 years as a financial advisor, I have often acted as a "Personal CFO" for families. This means advising on virtually all...
November 30, 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?
November 30, 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.
November 25, 2007
Swiss Re Hit With $1B Loss Related To Mortgage CrisisOne of the largest losses to date from the ongoing subprime crisis was announced by Swiss Reinsurance Co., Zurich, on Nov 19 when it said ...
November 01, 2007
Asset Allocation, November 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
October 28, 2007
BOLI Assets Rise 11% In 1st HalfLarge bank holding companies and stand-alone banks reported bank-owned life insurance assets of $108.6 billion in the first 6 months of 2007, up 11.1% from ...