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Insurance & Technology
May 23, 2008
Anthony O'Donnell |
Insurers Seek Energy Efficiency Through Virtualization The carbon footprint of financial services companies is tied to a variety of activities, including paper use, heating and waste management. But IT is the single greatest consumer of electrical energy, and the data center is the focus of energy consumption.   |
Registered Rep.
June 1, 2008
Stan Luxenberg |
Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments? |
Registered Rep.
June 1, 2008
Susan Konig |
Prospecting A brokerage firm merger can affect every one of your competitors' clients. So, why not position yourself as a stable advisor at a stable firm who can make their lives a little easier? |
Registered Rep.
June 1, 2008
Mollie Neal |
Recession-Proof Your Clients Studies indicate that many small-business owners do not have a contingency plan for tough times. This is an area where financial advisors can help. |
Registered Rep.
June 1, 2008
Kevin McKinley |
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients? |
Registered Rep.
June 1, 2008
Kevin McKinley |
Student Loans At A Trickle Dozens of education loan providers have either scaled back their lending operations, or announced a departure from the business altogether. |
Registered Rep.
June 1, 2008 |
The Real Rainmakers In total, about 50,000 securities industry employees in the United States lost their jobs this year. But not retail financial advisors; the wealth management units, by comparison, are doing very well. |
Registered Rep.
June 1, 2008
Bill Singer |
You've Got Mail Amidst industry demands for clarity, FINRA recently published Regulatory Notice 07-49: Supervision of Electronic Communications. Read on for more details. |
Registered Rep.
June 1, 2008
Mindy Diamond |
Flexing Your Trigger Finger If there is any lesson for advisors in the recent Bear Stearns implosion, it might be this: In times of market crisis it can't hurt to have an exit strategy planned. Many clients are now asking advisors what their exit strategy is. |
Registered Rep.
June 1, 2008
Christina Mucciolo |
Let's Litigate Here's a little news that might interest you: Sometimes it pays to litigate against the Financial Industry Regulatory Authority (FINRA, formerly NASD) rather than settle. |
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