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Registered Rep.
October 26, 2012
Brad Zigler |
Is It Prime Time for Event Driven ETPs? Portfolios pursuing event-driven (ED) strategies attempt to profit from mergers, restructurings, shareholder buybacks, tender offers, debt exchanges and private security offerings. There are some, but not many, event driven ETFs available.   |
Registered Rep.
October 24, 2012
Anne Field |
A Tiene Usted Un Plan? A young advisor, originally from Spain, wants to build a business serving international clients living in the U.S., but isn't sure where to begin. We turn to our panel of experts to help him. |
Registered Rep.
October 23, 2012
Mark Miller |
Playing Health Insurance Roulette Most seniors will need long-term care at some point. Here's how to plan for that. |
Registered Rep.
October 22, 2012
Kevin McKinley |
Giving Working Clients a Health Insurance Checkup As health care has taken center stage in the national debate, one of clients' biggest concerns is how to handle their ever-increasing and always-confusing health insurance and health care costs. |
Registered Rep.
October 19, 2012
Mindy Diamond |
Straws that Break Brokers' Backs Sometimes, it's the little things that can drive wirehouse reps to give up on the firm and take their business elsewhere. |
Registered Rep.
October 17, 2012
Jerry Gleeson |
The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult. |
Registered Rep.
October 11, 2012
Stan Luxenberg |
Savers, at Last. . . The 401(k) has long been considered a failure at truly preparing anyone for retirement -- especially since the recession. Less noticed is that the plans are, slowly, getting much better. |
Financial Planning
November 1, 2012
Ann Marsh |
25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors. |
Financial Planning
November 1, 2012
Donald Jay Korn |
The Joys of Not Being in Charge: Being an Employee Not an Employer Some advisors find being an employee offers fewer hassles and more time with clients. |
Financial Planning
November 1, 2012
Dave Grant |
It's Time to Fix Your Website for Financial Advisors If your firm's home page looks like it s stuck in the 1990s, you re likely driving away prospects and employees. Here are 7 rules for making an upgrade. |
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