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Investment Advisor
December 2006 |
News & Products Morningstar has introduced Morningstar Retirement Income Strategist... JPMorgan Retirement Services said that it planned to acquire Chicago-based CCA Strategies LLC... etc.   |
Investment Advisor
December 2006
Elizabeth Festa |
Pension Act Reforms for DB and Hybrid DC Plans For those trying to devise defined benefit and hybrid defined benefit/defined contribution plans that fall under the employer deduction rules of the Pension Protection Act of 2006, there is a thicket of information to wade through and interpret. |
Investment Advisor
December 2006
Melanie Waddell |
More Than Just Account Aggregation Any advisor who's worth his salt knows that to adequately assess whether a client is on target to retire comfortably, he must have a handle on all of a client's assets. |
Investment Advisor
December 2006
Kathleen M. McBride |
Three-Part Harmony Financial advisors, sing along as the SEC is set to look at proposals for regulatory rules that have been harmonized in an attempt to eliminate, or greatly reduce, conflicts, duplication, and confusion, in a new hybrid set of rules. |
Investment Advisor
December 2006
Kara Stapleton |
News & Products Goldman Sachs and Lehman Brothers won Diversity Leadership Awards... The SEC announced that three subsidiaries of Hartford Financial Services Group, Inc... etc. |
Investment Advisor
December 2006
Marlene Y. Satter |
Physician, Insure Thyself After a long dry spell, physicians and dentists are once again able to get disability insurance coverage that matters. Here is how financial advisors can help. |
Investment Advisor
December 2006
Dan Sullivan |
The Top Ten Identifying your top 10 priorities for next year now will provide guidance for the journey and eventual satisfaction to investment advisors. |
CFO
December 1, 2006
Roy Harris |
What Lies Beneath Private-equity firms know how to make companies look good. But this buyer knows how to look more closely. |
OCC Bulletin
December 1, 2006 |
Notice of Comptroller of the Currency Fees All national banks and federal branches and agencies should be aware of changes in fees charged by the Office of the Comptroller of the Currency for the year 2007. These changes are effective January 1, 2007. |
Registered Rep.
December 1, 2006
Halah Touryalai |
Department of Labor to Brokers: No Overtime Pay for You Here is a new twist in the broker overtime pay lawsuits: The Department of Labor (DOL) says brokers are not entitled to overtime pay after all. Well, that is, unless the DOL is wrong, which it allowed could be the case. (No kidding.) |
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