Economy & Markets
The important economic and stock market news that advisors need to know.
Growing older in America: Changes to boomer trends
By Staff WriterExperts on boomer marketing convened at Seattle's "Pig in the Python: Design for Aging Forum" this month to discuss current trends of the generation. Among...
December 02, 2008
Ask the expert: Submitting marginal casesDo you recommend that I submit possibly marginal cases anyhow, or should I hold them back?
December 02, 2008
Allianz: Some Want More Stocks And AnnuitiesAbout 46% of U.S. adults feel good or very good about their personal financial situation, but only 17% feel the U.S. financial situation will be ...
December 01, 2008
Markets Down, Takeovers Up?The recent pummeling of the stock market has changed the playing field for many firms.
December 01, 2008
Finding a BalanceSince mid-September, market volatility has been hitting all-time highs, with crazy rides up and down (often within the same day); it thus may come as...
December 01, 2008
Quiet, Please!Focus, discipline, and the ability to "turn everything off and just ignore the noise." These are the qualities that Philip Tasho, chief executive officer and...
December 01, 2008
The Paradox of Deleveraging(Phoenix) Paul McCulley, one of the keynote speakers at Commonwealth Financial Network's recent education conference, is a managing director of Pimco. He speaks frequently to...
December 01, 2008
The True Goal of IndependenceMany breakaway advisors eschew the label of "producer" in this current environment and want to position themselves as advisors on the side of their clients....