Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
June 10, 2007
10 Steps To Safe Selling Of VAsWant to sell more variable annuities, keep clients happy and avoid problems with regulators? It is easier than one might think.Following is a 10-point system ...
June 10, 2007
10 Steps To Safe Selling Of VAsWant to sell more variable annuities, keep clients happy and avoid problems with regulators? It is easier than one might think.Following is a 10-point system ...
June 04, 2007
ICI Tries To Keep Stable Value Products Off Default MenuA mutual fund trade group is sparring with insurers over whether annuities and guaranteed investment contracts are suitable for use as default investments in 401(k) ...
June 04, 2007
ICI Tries To Keep Stable Value Products Off Default MenuA mutual fund trade group is sparring with insurers over whether annuities and guaranteed investment contracts are suitable for use as default investments in 401(k) ...
June 01, 2007
Adding ETFs to Managed AccountsSecurian Financial Services has introduced a new investment platform that uses exchange-traded funds. Dubbed "Securian Signal," the new managed accounts marry index investments with strategic...
June 01, 2007
Doing it RightNobody ever asks the most important question: 'What's your termination rate?' Because your termination rate is to some extent a determination of how happy your...
June 01, 2007
Structured Products on the RiseAccording to the Structured Products Association (SPA), in 2006 the industry issued $63.7 billion in notional products, up 33% from the $48 million a year...
June 01, 2007
Catching up with... Bob RoweWith more than three decades of financial services expertise, Bob Rowe lists some heavy-hitting names on his resume including Prudential Bache, Oppenheimer, and Morgan Stanley....
May 15, 2007
IA Market Strategist Wins AwardGail Dudack, a member of Investment Advisor's panel of monthly asset allocation experts, has been selected by the Market Technicians Association to receive their 2007...
May 10, 2007
Adding Clients and Getting In Some ReadingThe term one armed paper hanger has taken on a new meaning this week. I gained another comprehensive financial planning client, which makes three total....