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.
Northwestern Mutual to Recruit 5,000 Finance Professionals in 2012
By Joyce HansonAgainst a backdrop of high U.S. unemployment along with a shortage of job creation, Northwestern Mutual expects that more than 50% of the new financial representatives will be career changers.
January 09, 2012
Cetera Financial to Acquire Genworth FIS Broker-DealerFirm that focuses on tax professionals as advisors will become fourth BD at Cetera.
January 04, 2012
SEC Charges Texas Firm With Life Settlements FraudThe SEC on Tuesday charged Texas-based financial services firm Life Partners Holdings Inc. and three of its senior executives for their involvement in a fraudulent disclosure and accounting scheme involving life settlements.
January 03, 2012
CDC Releases First National Survey on LTC, Non-Nursing Home FacilitiesThe Centers for Disease Control and Prevention released in December the 'first nationally representative survey' of residential care facilities to provide an overview of their role in the long-term care industry.
December 28, 2011
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—SlideshowIts hard enough to get retirement planning right with all the challenges your clients facemarket volatility, living longer than they imaginedthat could take their savings, but have you considered some of the other challenges they face that could take their lives?
December 26, 2011
Retirement MasterAt 31, Marcia Mantell was thrilled to step into retirement. Not her own but the burgeoning financial services retirement industry. The year was 1992.
December 19, 2011
Financial Advisors and Social Media—Shall We Dance?In advisor and software guru Greg Friedman's premiere blog for AdvisorOne, suggestions on how advisors can make strategic sense out of social media.
December 16, 2011
RIAs With $410M in AUM to Custody With Raymond JamesFour firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.