Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Distressed Portfolios Of Policies Present Unique Set Of Challenges
By Matt BradyAs the life settlement industry has matured, companies are beginning to see the need to keep their eyes open for problems stemming from the earlier ...
May 31, 2008
MetLife expands reverse mortgage reachMetLife Inc. announced it has purchased EverBank Reverse Mortgage LLC from EverBank. The announcement said it will operate as a division or subsidiary of MetLife Bank, itself a subsidiary of MetLife Inc. "MetLife Bank added reverse mortgages
May 28, 2008
Critical care for the boomer portfolioReal estate and health care - could there be two more volatile topics at the moment? Try combining them. The November issue of Boomer Market...
May 28, 2008
Effective team buildingSix steps to team success: Shared values - Examples of important team values include: the client experience, how members of the team are compensated and...
May 28, 2008
Building your emotional portfolioAdvisors who can identify their own emotional responses and diffuse them can improve productivity, according to Hendrie Weisinger. In his book, "The Emotionally Intelligent Financial...
May 28, 2008
Managed accounts in the boomer portfolioFirst came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...
May 08, 2008
A Need to Work TogetherThe government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, said Paul Schott...
May 04, 2008
Stanasolovich Offers Tips On PortfoliosA steady investment portfolio can mean a steady stream of income in retirement.Controlling volatility by looking at the capital structure of assets within a portfolio ...