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Investment Advisor
October 2006
Olivia Mellan |
Nothing but Fear Itself When clients are grappling with psychological fears that exceed their tolerance level, financial advisors may be able to help them calm down and deal with their hobgoblins in a more rational way. Here, for example, are ideas on how to handle a number of scary situations.   |
Investment Advisor
October 2006
Melanie Waddell |
A Boon For Hedge Funds? The new Pension Act makes it easier for pension funds to invest in hedge funds. |
Investment Advisor
October 2006
James O. Lunney |
What's Behind Us Is the Future Any serious discussion about the management of wealth or how to invest should begin with a basic understanding of human behavior, of when and why people do things. This basic understanding includes two simple insights: that human behavior is measurable and that it is predictable. |
Investment Advisor
October 2006
Melanie Waddell |
ETFs for 401(k)s Are OK Plan sponsors should refrain from using stable value funds as default options in 401(k) plans. Plan sponsors should instead offer participants an option that provides long-term growth, like a mutual fund that invests in ETFs. |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
Investment Advisor
October 2006
Elizabeth D. Festa |
UMAs & CIFs: New 401(k) Solutions A Retirement Planner Profile: John Newman's group at Denver-based Fiserv ISS is poised to take advantage of the new trend toward outside management of asset allocation in retirement plans -- and away from do-it-yourself 401(k) investing. |
Investment Advisor
October 2006
Savita Iyer |
Seeking Liquidity Is the life settlement business ready to take off? It depends on whether consumers are willing to accept the fact that life insurance policies can be used for purposes other than what they were originally purchased for. |
Investment Advisor
October 2006 |
NASD Notice 06-38 Guidance: Life Settlements -- Member obligations with respect to the sale of existing variable life insurance policies to third parties. |
Investment Advisor
October 2006
Kathleen M. McBride |
What Matters Most Results from a Broker/Dealer of the Year poll offer valuable tools for b/ds to see how they are doing, on average, among reps, and where there's room for improvement. |
Investment Advisor
October 2006
Kathleen M. McBride |
News & Products How sweet it is: KeyCorp is selling its McDonald Investments branch network to UBS... More than a slap: Prudential Securities, Inc. was ordered to pay $600 million to regulators... etc. |
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