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.
Managing compliance responsibilities
By Staff WriterRegulatory compliance is a crucial part of doing business. Here are some suggestions for efficiently managing compliance responsibilities: Devote resources up-front to compliance efforts. Be...
May 28, 2008
Clients demand wealth management servicesA survey of financial professionals by NorthStar Systems found that over 88 percent of respondents agree or strongly agree that "a strong wealth management platform...
May 28, 2008
Supreme Court rules on 401(k) lawsuitsThe Associated Press reports that the Supreme Court ruled Wednesday that individual participants in the most common type of retirement plan can sue under a...
May 28, 2008
Critical information about your boomer clientsStop. Don't delete. You need this information. We realize in today's frenzied world of next-generation-this and killer-app-that, you need more than a monthly glossy to...
May 28, 2008
Oppenheimer's Murphy, "Call 12b-1 fees what they are."We asked OppenheimerFunds chairman and CEO John Murphy for his take on what to expect in 2008. In addition to his role with Oppenheimer, Murphy...
May 28, 2008
Riding high on write-downsYou know it's a weird market when a multi-billion write-down causes stocks to soar. But that's what happened Tuesday after Switzerland's largest bank, UBS AG,...
May 28, 2008
Media as a marketing toolSavvy advisors can take advantage of media opportunities as a marketing tool, according to Derrick Kinney in his book, "Master the Media to Attract Your...
May 28, 2008
Weeding out ag fundsCommodity funds can be used to diversify a portfolio, but watch out for highly specialized funds, warns Emiko Kurotsu for Morningstar. Agriculture funds, in particular,...