Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
The broker/dealer switch list
By Staff WriterDo I want to affiliate with a high profile or low profile broker/dealer? Advisors generally fall into one of two categories: those who want the...
May 28, 2008
Different shades of greenWhile some investors may jump at the chance to invest in socially responsible funds, it's wise to approach green funds as you would any other,...
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
Top 12 advisor mistakesThere's a good reason financial planners and advisors end up with a job rather than a business, according to Don Schreiber, Jr. Here are what...
May 28, 2008
Shifting retirement landscape drives financial software innovationFinancial planning software is only as good as the advisor who uses it. However, it is an indispensible tool to a successful boomer retirement. The...
May 28, 2008
Balance quantity and quality to retain clientsServing your clients well depends on finding the right balance between the number of relationships and what each relationship is worth, according to David Mullen,...
May 28, 2008
Rewarding poor performanceHere's a surprise. According to the Financial Times, assets at the largest U.S. hedge funds grew by more than a third last year, despite heavy...
May 28, 2008
Boomer basicsWho are the boomers?: There are approximately 78 million boomers, or individuals born between 1946 and 1964, and this generation is approaching retirement. Boomers will...