Hart To Run MFSSun Life Joint Venture
By Staff WriterNU Online News Service, Aug 2, 2004, 4:14 p.m. EDTSun Life Financial U.S., Wellesley Hills, Mass., has hired Kevin Hart to be president of ...
August 01, 2004
Looking GoodDonna Panagakos has joined Investment Advisor as our new art director. She will be putting to work her years of experience in both consumer and...
August 01, 2004
FPA sues the SEC over "merrill" ruleAfter years of debate, the Financial Planning Association has sued the Securities & Exchange Commission to block the "Merrill Lynch" rule. Proposed in 1999 but...
August 01, 2004
Setting Good ScreensLet's say one of your clients is a tie-dyed, tree-hugging Planned Parenthood volunteer; the second is a pro-life, Baptist hunting enthusiast; and the third is...
August 01, 2004
Overseas, It Pays To Be SmallIn a lackluster year for foreign equities, small-cap stocks have outperformed. Year-to-date through July 5, the MSCI EAFE Small-Cap Index rose 10.9%, while the broader...
August 01, 2004
A "Virtual Insurance Department"Have you been itching to break into the life insurance business, but only have a limited understanding of it, and lack the time needed to...
August 01, 2004
On Being ExceptionalIt was Alexis DeTocqueville who coined the phrase "American exceptionalism" after traveling the young United States in the early 1830s. There were a number of...
August 01, 2004
Who's best? it all dependsAsking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...