FSA

• Q2 ’11 Earnings: Mixed Wirehouse Results as Wealth-Management Units Improve Sales

  By Janet Levaux, AdvisorOne  |  September 1, 2011

• 

  BofA Adds 38 Advisors to Merrill Edge

  By Janet Levaux, AdvisorOne  |  August 31, 2011

  Bank of America has hired 38 Merrill Edge advisors serving mass-affluent clients in and around Washington, D.C., Baltimore and Philadelphia. The hiring is part of BofA-Merrill’s plan to nearly double the number of Financial Solutions Advisors to 1,000-plus by year-end.

• 

  Q2 Earnings: BofA Posts Big Loss; Merrill Adds Advisors

  By Janet Levaux, AdvisorOne  |  July 19, 2011

  Loss was spurred by mortgage settlement that included Countrywide issues; Merrill Lynch now includes more than 16,240 advisors with average yearly sales of $894,000.

• Interactive Brokers Offers Free Trading on Leveraged FactorShares ETFs

  By Joyce Hanson, AdvisorOne  |  March 2, 2011

  Interactive Brokers announced commission-free trading of five Factor Advisors LLC exchange traded funds on the brokerage’s Trader Workstation platform.

• Annuitize Your Long Term Care Business

  By David Port  |  June 1, 2010

  We recently looked into the burgeoning market for "combination" life insurance products that come with a long term care component. That was only half...

• Linked for life: Combining LI and LTCI for new sales

  By David Port  |  May 1, 2010

  About once a week, Carl Friedrich fields a call from a life insurance producer or advisor. They quiz him about a growing but still relatively...

• 

  Immediate Annuities as Longevity Insurance

  By Ed McCarthy, CFP  |  March 10, 2010

  Some financial advisors still find that that fixed immediate annuities are a viable solution to retirement-income issues in the right circumstances.

• Get creative

  By Staff Writer  |  January 16, 2009

  Creative pairings of HSAs with other benefits can result in better benefits and coverage, and can also set you apart from competitors. Here are three...

• Retirement Revised

  By Elaine Robertson Demby  |  May 1, 2008

  Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...

• Guiding New Grads

  By Susan L. Hirshman  |  July 1, 2007

  Good news! Employers intend to hire 19.2% more new college graduates in 2007 than they did last year, according to a recent poll by the...