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By Marlene Y. Satter, AdvisorOne |
April 26, 2012
This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.
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By Janet Levaux, AdvisorOne |
April 23, 2012
Former-Merrill Lynch advisor Christine Gaze will be a director of practice management for affiliated RIAs.
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
April 5, 2012
Major insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.
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By Marlene Y. Satter & Ron Pechtimaldjian, AdvisorOne |
March 30, 2012
Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.
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By Marlene Y. Satter, AdvisorOne |
March 26, 2012
In 2010, the insurance industry was the target of a lot of bad press regarding retained asset accounts (RAAs) that were provided to the beneficiaries of military service members killed in action.
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By Janet Levaux, AdvisorOne |
March 26, 2012
Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.
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By Janet Levaux, AdvisorOne |
March 8, 2012
Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.
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By Marlene Y. Satter, AdvisorOne |
March 7, 2012
The British Bankers’ Association, apparently distancing itself from controversy, has deleted links from its website that refer to its role in setting the London interbank rate as investigations over charges of rate manipulation swirl across the globe.
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By Dan Berman, AdvisorOne |
February 22, 2012
As John Houseman intoned in the iconic TV commercials, Smith Barney earns its money, albeit now as a Morgan Stanley underling. No one can really listen when E.F. Hutton speaks any longer, since they've been subsumed. AdvisorOne rounds up a collection of its favorite ads.
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By Ron Pechtimaldjian, AdvisorOne |
February 10, 2012
Stadiums and arenas used to be named to match the owners’ outsize egos or for some geographic locale or noble idea that resonated with fans: Comiskey Park, Candlestick Park, Boston Garden, are now named to match the owners’ growing thirst for cash.
