The Image Is All Important
By Melanie WaddellNext month, the Securities and Exchange Commission will begin requiring that advisors have a business continuity or disaster recovery plan in place. Quite a few...
September 01, 2005
Gender MattersA reporter asked me some years ago if men's greater willingness to bungee-jump and take other big risks might be due to some fundamental difference...
September 01, 2005
THE GLUCK REPORT, Part II: Broker/Dealer Tech ReportWhich independent B/Ds are leading the way in technology? How does your B/D stack up? It's probably tough for most reps to know. For the...
September 01, 2005
The Care CalculationSales of long-term care insurance (LTC) have been plummeting. In 2004, sales of individual LTC policies dropped 25% over 2003 sales, marking the biggest decline...
September 01, 2005
Bank on ItJust in time for the back-to-school season, here is a fund that takes a disciplined approach to investing. The manager stresses good old balance sheet...
September 01, 2005
Proud to Be a RepLike many planners who adopted the profession in the 1980s, Gary Charlebois got here in a roundabout way. Fresh out of college in 1976, he...
August 31, 2005
Hotline To Aid Group Life BereavedThe Principal Financial Group Inc. has set up a telephone hotline to help beneficiaries of its group and voluntary life insurance policies invest policy ...
August 31, 2005
Pru Supports Contest For Disability ProgramsPrudential Financial Inc. is helping to sponsor a program that will encourage nonprofit groups to help people with disabilities.[@@]Prudential, Newark, N.J., is supporting a ...