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.
Poll shows financial advisors resist knee-jerk reactions to client portfolios
By Staff WriterSEI surveyed more than 250 independent financial advisors from around the country and asked whether they are resisting their clients' urges to move assets right...
July 08, 2008
Investment royalty passes onWe'd be remiss if we didn't mark the passing of one of the greats. Sir John Templeton died Tuesday at the age of 95. For...
July 01, 2008
What advisors wantPaperless office tools (imaging and workflow) Pre-filled forms e-Signature capabilities Seamless systems integration Central repository for all client assets and information (bank balances, wills,...
July 01, 2008
UMA integration within the broker/dealer - In their own words"We've been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide...
July 01, 2008
Poor reasons to switch B/DsFor all of the good reasons to rethink a relationship with a broker/dealer, there are some bad reasons, too. Some of the more prevalent mentioned...
July 01, 2008
Questions to facilitate changeFor an advisor, changing broker/dealers could be one of the most difficult decisions to make. If advisors aren't getting everything they need from their current...
July 01, 2008
If It Ain't Broke...Sandy Praeger, president of the National Association of Insurance Commissioners (NAIC) and Kansas insurance commissioner, is critical of Treasury's plans for overhaul of the insurance...
July 01, 2008
One Forward, Two Back?This past March the Department of the Treasury released its Blueprint for a Modernized Financial Regulatory Structure, which sets forth an argument for the need...