Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Investment management compliance during a market crisis
By Staff WriterThe Investment Adviser Association, ACA Compliance Group, ACA Insight and Old Mutual Asset Management released the fourth annual Investment Management Compliance Testing Survey this week. The...
May 18, 2009
AIG Looks to Launch IPO for Asian UnitAIA Group has offices and subsidiaries in 13 Asian markets
May 15, 2009
Analysts: insurers may reject TARP fundingAnalysts at Keefe, Bruyette & Woods told Reuters Friday that some U.S. life insurers with solid capital positions may not accept funds under the U.S....
May 15, 2009
Shares rise for insurance co.'s following TARP approvalSix major insurance companies reportedly received preliminary approval Thursday from the Department of the Treasury to participate in the Troubled Asset Relief Program. Both Hartford Financial...
May 15, 2009
More government meddling?The SEC has proposed rule amendments that, if adopted, would include a yearly "surprise exam" by an independent public accountant for investment advisors who have...
May 14, 2009
Easier said than doneAs we reported recently, clients are understandably concerned that low insurance company market valuations will translate to claims-paying trouble. Not so, says Thomas Hampton, commissioner...
May 14, 2009
Tell us how you really feel"As a group, we have been self-centered, self-absorbed, self-indulgent and all too often just plain selfish." Ouch. So says Indiana Governor Mitch Daniels at a recent...
May 14, 2009
SEC votes to consider surprise examination rulesIn a unanimous agreement Thursday, the Securities and Exchange Commission voted to consider proposals that investment advisors who manage or have access to client assets...