Risk Management

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  What Constitutes Notice? IRS Rules on Employer-Owned Life Insurance

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  May 21, 2012

  Employer met notice requirement to exclude life insurance proceeds, agency rules.

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  Not a Pretty Picture: Mixed Results for Recent Art Sales

  By Ed McCarthy, CFP  |  May 21, 2012

  Results of an auction in April show art returns falling behind the S&P 500, though they had strong returns for the past 12 months.

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  Facebook Frenzy Is About Separating Fools From Their Money: News Analysis

  By Gil Weinreich, AdvisorOne  |  May 18, 2012

  The clamor for shares of Facebook's IPO was so great, it guaranteed one outcome and almost guaranteed another: that Facebook’s founders would be even richer than they thought and that “investors” would wind up with mediocre results.

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  3 Steps for Adequately Insuring HNW Clients’ Art Collections

  By Gary Raphael, ACE Private Risk Services  |  May 17, 2012

  Don’t scream if your high-net-worth clients' fine art collections are underinsured; manage and maintain coverage by following these steps.

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  PIMCO, DoubleLine Both Feature on Litman/Gregory Managed Portfolio Menu

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Star fund managers Bill Gross of PIMCO and Jeff Gundlach of DoubleLine get double billing in Litman/Gregory's managed portfolios.

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  Buffett’s 7 Nuggets of Wisdom at Berkshire Hathaway Meeting

  By Geoff Kirbyson  |  May 7, 2012

  On gold, U.S. banks and the ‘psychotic drunk’ that is the stock market, the Oracle of Omaha has spoken.

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  How to Detect if Your Fund Manager Is a ‘Closet Indexer’

  By Joyce Hanson, AdvisorOne  |  May 2, 2012

  There’s a simple trick for advisors to figure out whether an actively managed mutual fund tracks its benchmark index too closely. Ever hear of R-squared?

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  9 Challenges Asset Managers Must Navigate for Rest of 2012

  By Michael S. Fischer  |  April 30, 2012

  The second half of 2012 is shaping up as a turning point for many asset management firms, forcing them to take “transformational steps” to boost their competitiveness, according to a PwC report.

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  Do Your Clients Invest for the Thrill of It?

  By Geoff Davey, FinaMetrica  |  April 30, 2012

  According to FinaMetrica’s 500,000-investor sampling, nearly a quarter of your clients do. What that means for advisors.

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  MetLife’s Landmark Unclaimed Property Settlement Could Approach $700 Million

  By Elizabeth Festa  |  April 24, 2012

  The MetLife Insurance Cos. multi-agency agreement on unpaid life and annuity policies and the reporting of unclaimed property is a landmark agreement, according to NAIC President and Florida Insurance Commissioner Kevin McCarty.