Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Managed accounts in the boomer portfolio
By Staff WriterFirst came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...
May 28, 2008
The housing crisis is overHow is it I missed out on the greatest run-up in real estate prices in American history, one that lasted -- what -- 40 years?...
May 28, 2008
Take advantage of competitionStrong competitors can make you a stronger advisor, according to the authors of "How to Build a Successful 401(k) and Retirement Plan Advisory Business." Steff...
May 28, 2008
Tax matricide and other musingsTwo weeks ago, Rep. Charlie Rangel (D-NY) proposed what he himself called "the mother of all tax reform plans." I've asked a number of CEOs...
May 28, 2008
Take this job (report) and shove itTrying to look for a silver lining in the latest job report, but it appears to be all gray. The ADP report is a precursor...
May 28, 2008
How to build a million-dollar practiceDavid J. Mullen, Jr.'s new book, "The Million-Dollar Financial Services Practice," gets specific: To support a million-dollar practice, you need to bring in $12 million...
May 28, 2008
Aging in placeThe Wall Street Journal's Sara Lin recently reported on the Aging in Place phenomenon, and how it's driving innovation in home appliances and other areas....
May 28, 2008
Mutual fund mania continuesDespite recent scandal that rocked the mutual fund industry, and despite the rise of ETFs, SMAs and other alternatives, shareholders' opinions about the mutual fund...