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September 08, 2010
Safety-Seeking Americans Wary of Annuities, Stock Market
The constant drumbeat of bad financial news has taken its toll on Americans in more ways than one, according to a survey…
September 07, 2010
Adidas Agrees to Sponsor Major League Soccer for Four Years, $200 Million
Adidas, the German sports equipment maker, has agreed with Major League Soccer (MLS) of the U.S. to remain the official …
September 03, 2010
FaithShares Advisors Launches Its First SMA
FaithShares Advisors is expanding its investment portfolio with a highly customizable separately managed account (SMA), …
September 03, 2010
ING Redeems Some Auction Rate Preferred Shares
ING Prime Rate Trust, a closed-end fund, will redeem a portion of the outstanding ARPS at par; declares dividend…
September 03, 2010
Market Wrap: Stocks Extend September Rally Following Jobs Report
The stock market is closing out its first winning week in a month after news on the economy started getting better. The …
September 02, 2010
Ernst & Young Gets Into Capital Markets Business
The accounting and consulting firm Ernst & Young LLP is getting into the “transaction and capital advisory services” bus…
September 01, 2010
What’s Not to Love about Stocks?: Searching for Alpha for September 2010
As new home sales decline to the lowest levels since the government began tracking them in 1963.…
September 01, 2010
Life Insurance/Long-Term Care Combos: Opportunity, but Questions on Value
Option offers greater flexibility but not one-size-fits-all.…
September 01, 2010
New York Cuts College Savings 529-Plan Fees in Half
New York State Comptroller Thomas DiNapoli announced earlier this week that his office would reduce fees associated with…
September 01, 2010
Making the Connection: Communicating with Clients in Uncertain Times
A panel of three top RIAs explains how they communicate with their clients in good times and bad, with a focus on the fi…
September 01, 2010
Venture Populist: Angels, Take Control of Your VC Financing With Puts and RBFs
Angel investors and their advisors must become more creative with their financing structures if they hope to avoid the s…
September 01, 2010
Asset Allocation
Behind the Numbers with Sam Stovall…
September 01, 2010
The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1
How top advisors are re-engaging with clients at a tenuous time …
September 01, 2010
Expert's Corner: Leveraged Philanthropy: Caution Sign Ahead
If leveraged charitable insurance planning sounds too good to be true, it just might be.…
September 01, 2010
The Technology Coach: Quarter-End Performance Reporting Tips
Anything that you can do prior to the end of quarter gives advisors more time when it really matters…
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News Flash
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Safety-Seeking Americans Wary of Annuities, Stock Market
•
Vanguard Introduces Web Comparison Service for Annuities
•
Investment Performance Committee Seeks Comment on Standards Revisions
•
The Top Five Practices of the Top Firms: Practice Edge for September 2010
•
Bugged by Bedbugs? Insurance Won’t Pay
•
Obama to Propose Capital Investment Tax Breaks That Could Save $200 Billion
•
FCIC Heads West for Testimony in California, Nevada
•
Stocks Fall as Worries About European Debt Return
•
EU Agrees on Financial Oversight, Release of Greek Bailout Funds
•
Dow Jones Index: Third-Quarter Earnings Expected to Drop 1%
•
SEC Chief Schapiro Talks About Market Structure, ‘Flash Crash’
•
U.S. Insurers Not Likely to Fall in Sovereign Debt Crisis: Fitch
•
SEC Charges Colorado Advisor With Fraud and Breach of Fiduciary Duty
•
SIPC Announces First Online Forum on Heels of Kanjorski Criticism
•
UCLA’s Anderson School of Management Gives Up on Public Funding
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