Risk Management

• 

  Premium Care: Why Specialty Insurance Carriers Make Sense

  By Marlene Y. Satter  |  April 29, 2013

  When the financial crisis hit, consumers trying to cut expenses turned to cheaper homeowner’s policies from standard carriers. However, when Hurricane Sandy arrived, some who lost homes and possessions found that economizing might have been penny wise but pound foolish.

• 

  Who Pays the Bill for Terrorism?

  By Gil Weinreich, AdvisorOne  |  April 26, 2013

  Beyond the unfathomable evil perpetrated on April 15 in Boston—human losses that can never be measured—come the more mundane, quantifiable aspects of the mayhem of which the Tsarnaev brothers are suspected.

• 

  Vanguard Asks: How Much Return Do Your Clients Really Need?

  By Gil Weinreich, AdvisorOne  |  April 23, 2013

  Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of most portfolios, a Vanguard research paper argues.

• 

  Viewing Financial Planning Through the Lens of Risk Management

  By Mike Patton  |  April 22, 2013

  In planning for my clients, I view all I do through the lens of risk management, and I'm not limiting myself to insurance.

• 

  Simpson, Bowles Reduce New Deficit Plan to Prod Congress

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Like Jackie Gleason’s Buford T. Justice in 1977’s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.

• 

  Guiding Your Art-Loving Clients, Whether It’s a Passion or an Investment

  By Kathleen Tierney, Chubb  |  April 19, 2013

  Art collectors may love their pieces, but often they're as driven to buy by the perceived investing benefits. What’s the advisor’s role in guiding their clients?

• 

  First Clearing Launches Tools to Fight Cybercrime, Other Risks

  By Danielle Andrus, AdvisorOne  |  April 17, 2013

  The new tools are based on the “four pillars” of risk management, including educational support, consulting, events and technology.

• 

  Sheila Bair: Low Interest Rates Hurting Economy

  By John Sullivan, AdvisorOne  |  April 17, 2013

  Former FDIC Chairwoman Sheila Bair is the latest high-profile official to voice concern over the Federal Reserve’s low-interest-rate policy.

• 

  Ah, Spring! When HNW Clients Renovate Their Homes, With 6 Big Risks

  By Gary Raphael, ACE Private Risk Services  |  April 17, 2013

  An advisor may be asked for help in determining the best way to fund a home renovation, but there are also six discrete renovation risks that should be considered.

• 

  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?