Economy & Markets
The important economic and stock market news that advisors need to know.
Financial advisors name their favorite products
By Staff WriterA recent survey by the American Institute of Certified Public Accountants asked over 400 financial advisors what products they were recommending to their clients in 2010.
February 15, 2010
Need An Alternative To The 1031 Exchange? Consider A CRTA potential alternative to the traditional 1031 exchange is the guaranteed lifetime income trust; technically, a charitable remainder trust.
February 14, 2010
Need An Alternative To The 1031 Exchange? Consider A CRTA potential alternative to the traditional 1031 exchange is the guaranteed lifetime income trust; technically, a charitable remainder trust.
February 12, 2010
Earnings: Prudential, Hartford, OthersLife and health insurers have come out with another solid batch of earnings reports.
February 11, 2010
Infrastructure Investments Occupy Unique NicheInflation protection and diversification on list of potential benefits of a new global fund.
February 11, 2010
What to do when your client is screwed?Your client is 50, laid off and hasn't saved a dime (okay, if this is really the case he probably isn't your client, but stay...
February 08, 2010
LIMRA: Roth IRA Rules Often A MysteryOnly about half of current individual retirement account owners say they know about the new Roth IRA conversion rule change.
February 04, 2010
Disability insurers enjoy moderate successFourth quarter profits for several insurers beat analysts' expectations, Reuters reports, if only slightly. Profits for supplemental disability insurance provider Aflac were boosted by strong sales...