Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Subprime
By Kate McBrideAs the implosion of subprime mortgages and junk bonds causes uncertainty throughout the markets, advisors and broker/dealer executives may want to think about what's in...
July 22, 2007
Teachers Sue Nationwide, Security Benefit And NEA Alleging OverchargesA class action suit filed July 11th charges Nationwide Life Insurance Company, Security Benefit Group and a national teachers' union with overcharging union members for ...
July 22, 2007
Teachers Sue Nationwide, Security Benefit And NEA Alleging OverchargesA class action suit filed July 11th charges Nationwide Life Insurance Company, Security Benefit Group and a national teachers' union with overcharging union members for ...
July 12, 2007
Structured Products at Retail?On the heels of more and more news about the implosion of the mortgage backed securities and junk bond markets come three news bits of interest: guiding principles when using structured products for retail, and word from Moody's, and Standard & Poor's, which has put "612 U.S. Subprime RMBS Classes"...
July 01, 2007
Depression-Era Financial ReformsGlass-Steagall Act of 1933: Prohibited most securities activities by commercial banks. Separated commercial banking from investment banking. Securities Act of 1933: Regulated the issuance of...
June 08, 2007
Insurance Regulators, Securities Regulators Come TogetherWorlds collided here just before the summer meeting of the National Association of Insurance Commissioners.NAIC members met here at an annual seminar with representatives from ...
June 08, 2007
Insurance Regulators, Securities Regulators Come TogetherWorlds collided here just before the summer meeting of the National Association of Insurance Commissioners.NAIC members met here at an annual seminar with representatives from ...
June 01, 2007
Sounding the alarmA wakeup call was sounded to all who attended MDRT's Boomertirement industry summit in New York City in late April. MDRT President Philip Harriman, CLU, ChFC, told attendees the organization is "deeply concerned" about the looming boomer retirement