Economy & Markets
The important economic and stock market news that advisors need to know.
The opportunity of a lifetime (part 2)
By Van MuellerOur customers' investments will have less-impressive returns in the future. We can help them achieve better results. Reducing or eliminating income taxes will maximize the net benefit of their investments. Income tax planning is beneficial
February 27, 2009
Earnings: American Equity, PhoenixTwo more life insurers reported earnings this week.
February 26, 2009
Earnings: American Equity, PhoenixTwo more life insurers reported earnings this week.
February 25, 2009
Colombia-Themed ETF Comes to MarketNew York-based Global X Management Company has just introduced the GlobalX/InterBolsa FTSE Colombia ETF (GXG).
February 13, 2009
One in five Americans moving to "safe haven" investmentsNot surprisingly, consumers are taking a "safe haven" route in the current downturn, making the move from stocks and mutual funds to checking accounts, savings...
February 13, 2009
Earnings: Lincoln, Genworth, OthersMore U.S. life insurers, health insurers and insurance distributors took their turn on the hot seat this week.
February 12, 2009
Six standards of client communication in a downturnQ. How do you develop meaningful ways to connect with clients - in good times and in bad? A. Thirty percent of consumers in the U.S....
February 09, 2009
At TD Ameritrade Conference, a Feisty and Surprisingly Upbeat CrowdNo one can say that advisors who custody their clients' assets with TD Ameritrade Institutional don't feel comfortable expressing their feelings--pro and con