product

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  How New Deferred Annuities Provide Income Early in Retirement

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  November 8, 2012

  Creating products to provide sustainable retirement income for the diverse group of baby boomers just entering retirement has presented a big challenge for insurance companies, but they’re stepping up.

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  The Times Editorial, Fiduciary Duty and the Levitt Rule

  By Knut A. Rostad  |  July 10, 2012

  What is unethical? Not a broker-dealer that sells proprietary product, but one that just meets fair-dealing suitability rules while simultaneously telling investors that “We always place our clients first.”

• Alternatives Stay on Growth Path

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  Advisors, asset managers and institutions are increasingly turning to alternative investments to help clients boost returns while supporting the growth of assets under management.

• Russell Expands ETF Lineup

  By Ronald Delegge, ETFguide.com  |  April 25, 2012

  Russell Investments introduced the Russell High Dividend Yield ETF (HDIV) and Russell Small Cap High Dividend Yield ETF (DIVS).

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  Envestnet to Acquire Tamarac for $54 Million; Gets Entrée to Higher-End RIAs

  By James J. Green, AdvisorOne  |  February 16, 2012

  Portfolio technology provider Tamarac has 500 advisor firm clients; will become separate division within Envestnet, which will use available cash to fund the acquisition.

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  Multi-Family Offices Moving to Pooled Investment Vehicles: Cerulli

  By Michael S. Fischer  |  October 11, 2011

  Family offices’ increasing use of pooled investment vehicles presents an opportunity for wealth managers, Cerulli reports. Family offices also pick vehicles with potential for superior after-tax performance.

• Product Recall Insurance Debated in Wake of Egg Recall

  By Marlene Y. Satter, AdvisorOne  |  September 2, 2010

  In the wake of the recall of over half a billion eggs due to contamination by salmonella, economic losses are still being calculated; how much of those losses are insured is yet to be determined.