May 28, 2008
The long and short of itInvestors looking for a safe place to invest have turned increasingly to long-short funds, which can buy stocks or bet against them by selling them...
May 28, 2008
Reverse mortgages as retirement plans16% - Percent of boomers who would consider a reverse mortgage to take care of their own long-term care needs and costs. 74% -...
May 28, 2008
Why you need a succession strategyCerrulli Associates estimates that more than 56 percent of broker/dealer affiliated advisors are over 50, and the average age is 52. With 40 percent of...
May 28, 2008
Enhanced universal life productsJohn Hancock has extended it's product line by enhancing two of it's universal life products to allow more customization. Protection SUL-G allows clients to choose...
May 28, 2008
Behavioral finance turned on its headFinancial Times columnist John Authers recently apologized to U.K. mutual fund investors for regularly haranguing his Brit compatriots for acting dumb; they buy into funds...
May 28, 2008
Effective team buildingSix steps to team success: Shared values - Examples of important team values include: the client experience, how members of the team are compensated and...
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