Nationwide: Affluent Investors Like CPA Advisors
By Staff WriterNU Online News Service, Jan. 15, 2004, 5:01 p.m. EST -- Many affluent investors are getting investment advice from their certified public accountants, according ...
January 15, 2004
Nikko Picks Tremont to Assist with ExpansionRYE, N.Y. (HedgeWorld.com)--Tremont Capital Management Inc.* was selected by Nikko Asset Management, Tokyo, to advise on a new Japanese fund of funds program initially targeting...
January 15, 2004
Agents Challenging New Goals In 2004BySetting goals for the coming year can be quite a challenge, says Robert A. Kaiser, president of Kaiser Financial Group in Fanwood, N.J., and making ...
January 15, 2004
Why Women Need CI InsuranceByWhen it comes to the need for critical illness coverage, women represent an especially good market.Consider the family demographics. Todays family structure is more diverse ...
January 15, 2004
Industry Pleased With Senate Panels COLI Legislation DraftIndustry Pleased With Senate Panels COLI Legislation DraftByWashington Industry representatives are praising a discussion draft on corporate-owned life insurance legislation that was released by the ...
January 15, 2004
Women In Financial ServicesIt Should Be An Ideal MatchWomen In Financial Services It Should Be An Ideal MatchWanted: Entrepreneurs and self-starters who desire to run their own businesses and to make a difference ...
January 15, 2004
Survivorship Variable LifeVUL Design ObjectivesAmeritas Life Overture Bravo! High Cash Value; Maximum Retirement Income; Broad/Favorable Underwriting.American General Life (AIG Co.) Platinum Investor Survivor II Target Premiums; Death Benefit Guarantees; ...
January 15, 2004
Coming To Terms With How Women Buy Is KeyComing To Terms With How Women Buy Is Key ByIt has been widely acknowledged that women are an extremely important target market for financial advisors.Women ...