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By Marlene Y. Satter, AdvisorOne |
May 22, 2012
In October 2011, Glenn Neasham of Lakeport, Calif., was convicted of felony theft from an elder for selling an Allianz indexed annuity to 83-year-old Fran Schuber.
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By John Sullivan, Advisorone |
May 15, 2012
A 65-year-old couple retiring in 2012 is estimated to need $240,000 to cover medical expenses throughout retirement.
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By Marlene Y. Satter, AdvisorOne |
May 10, 2012
The investment chestnut “Sell in May and go away” was the basis for a webinar conducted by Sam Stovall of S&P Capital IQ.
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By Marlene Y. Satter, AdvisorOne |
April 24, 2012
Indian shipping companies have said they will continue to carry Iranian crude oil despite sanctions that will leave them with potential risk exposure due to limited insurance coverage.
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By Marlene Y. Satter, AdvisorOne |
March 28, 2012
Swiss Re's study of disasters, both natural and manmade, in 2011 showed insured catastrophe losses that reached $116 billion.
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By Jim Hageman, ACE Private Risk Services |
December 13, 2011
Wealth managers can play a key role in making sure their HNW clients' philanthropic activities don't come back to bite them.
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By Gary Raphael, ACE Private Risk Services |
October 11, 2011
What wealth managers need to understand about the risks of using HNW families’ fine art, jewelry, wine and other precious items as investments.
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By Andrew Rice, Money Management Services |
September 19, 2011
When it comes to a disaster plan, make sure clients first create a disaster supply kit, and then prepare to address identity theft, insurance claims and a death in the family.
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By Marlene Y. Satter |
August 24, 2011
Your clients, or even your own firm, may be considering self-insuring to cover costs normally covered by health or workers’ compensation insurance, but a recent poll shows that there’s a certain amount of ignorance about the responsibilities and liabilities of a self-insured group’s member firms—and that ignorance is growing.
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By Marlene Y. Satter |
July 28, 2011
Planners know the needs of same-sex couples are quite different from those of opposite-sex couples—in execution, although not in substance.
