Women advisors and the desire to give
By Lisa BussengerAs women advisors, we have a gift to share with our clients: the gift of understanding and caring.
July 26, 2016
CEOs Are Paid Fortunes Just to Be Average: Barry RitholtzYahoo CEO Marissa Mayer will walk away with more than $200 million when Verizon's purchase of Yahoo is complete.
July 26, 2016
What Regulators Are Looking for in Your Firm’s CybersecurityOne in five RIAs could face a security breach this year; no wonder regulators are watching. At its best, cybersecurity management is a three-legged stool.
July 26, 2016
Tidal wave of insurance cash pointed toward junk bondsLife insurers will likely direct more of their money to high-yield bonds than they have in the past, writes Lisa Abramowicz.
July 26, 2016
Annuities as an RMD Answer: Navigating Potential PitfallsThere are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
July 25, 2016
Compliance: a differentiator and a profit centerCompliance can be useful in both prospecting and retaining clients. Find out more about building an in-house practice or going it alone.
July 25, 2016
Compliance: a differentiator and a profit centerCompliance can be useful in both prospecting and retaining clients. Find out more about building an in-house practice or going it alone.
July 25, 2016
Direct marketing of life settlements: good for consumers?Its up to producers to ensure that life settlement prospects are not underserved. Here's how...
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