Student Loan Debt
How advisors can help clients understand the burden of student loan debt and the best ways to reduce, eliminate or manage the debt load.
Schwab Crosses $500 Billion; Will Finance Breakaway Brokers
By James J. GreenCharles Schwab & Co. announced that its affiliated advisors now custody more than $500 billion at Schwab Institutional, up 23% from last year; SI President Debby McWhinney has previously stated a goal for the division of having $10 billion in custody by 2010.
September 01, 2006
Dealing With DebtAre you asking your clients about their liabilities? Looking only at one side of your clients' balance sheet may put their long-term goals at risk....
June 25, 2006
Group Legal Plans Help Employees Cope With New Bankruptcy RulesIn an age of complicated mortgages and complicated health plans, more and more employees run the risk of facing serious financial problems. Benefits advisors who ...
April 30, 2006
The Case For Private Split-Dollar LoansIt has been more than two years since the Internal Revenue Service published final split-dollar regulations in September 2003. While there has been limited activity ...
April 30, 2006
The Case For Private Split-Dollar LoansIt has been more than two years since the Internal Revenue Service published final split-dollar regulations in September 2003. While there has been limited activity ...
January 15, 2006
Bet The HouseMamma Mia! You would truly have no ability to be shocked if you were not shocked by the enormous loss recorded by Citigroup for the ...
December 19, 2005
Magnum Offers Debt FundNASSAU, Bahamas (HedgeWorld.com)-- Magnum Fund Management's latest fund touts low volatility and aspires to offer double-digit returns with low correlation to any asset class. The US$250 million firm is partnering with Jericho State Fund Consulting LLC to offer the MG Collateralized Debt Fund, which invests in mezzanine debt secured by...
October 05, 2005
JHancock chartFemale Age 65 Preferred Non- Smoker lLapse Protection UL PolicySingle Premium Death BenefitBalance[1] LTC % Chosen Amount of Monthly LTC Benefit Potential Months ...