Risk Management

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  Interest-Rate Risk's Ticking Time Bomb: News Analysis

  By Gil Weinreich, AdvisorOne  |  December 28, 2012

  What may seem to Americans like an annual budget crisis, recurring at the end of each year, could morph into a more European style perma-crisis...

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  How Your Clients Can Shield Their Assets From Lawsuits

  By Gil Weinreich, AdvisorOne  |  December 26, 2012

  Frivolous lawsuits are proliferating in a bad economy, says attorney Hillel Presser. The goal therefore is to own nothing, but control everything...

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  Athene Buys Aviva USA for $1.8 Billion

  By Maria Wood  |  December 21, 2012

  Athene Holding Ltd., a life insurance holding company that focuses primarily on fixed and equity indexed annuities, agreed to acquire Aviva USA Corp. for $1.8 billion on Friday.

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  Devil Is in Insurance Policy Details When HNW Clients Are Sued

  By David Spencer, ACE Private Risk Services  |  December 20, 2012

  The wealthy fear being sued for some suprising reasons. Yes, insufficient liability coverage should not be one of those reasons, but you need to make sure there is coverage in three other key areas.

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  Rational Gift Giving: How Advisors Can Help Clients

  By Savita Iyer-Ahrestani, AdvisorOne  |  December 18, 2012

  Advisors still have an opportunity to speak with their clients to get them to see the long-term effects that holiday overspending could have on their wealth by appealing to the economic rationality and self-control that are in every human being.

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  As Fiscal Cliff Nears: To Sell or Not to Sell?

  By Mike Patton  |  December 17, 2012

  Four issues I’ll be considering on behalf of my clients' investments as the New Year approaches.

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  Apple Attains Dreaded ‘Death Cross,’ Experts Shrug

  By John Sullivan, AdvisorOne  |  December 10, 2012

  Hindenburg Omen, Skyscraper Curse–technical indicators of a coming crash have ghoulishly clever names.

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  Erskine Bowles: 40% Chance of Cliff Deal

  By John Sullivan, AdvisorOne  |  December 10, 2012

  Like the lottery, maybe he’s just playing the ages of his kids.

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  Beatles Inspire Bill Gross’ Musings, but Not Investment Picks

  By John Sullivan, AdvisorOne  |  December 6, 2012

  PIMCO chief uses "Strawberry Fields Forever" to explain his take on what ails the economy, but sobers up for his investment Picks and Pans.

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  The Life Insurance Fiscal Cliff: No Tax Preference Is Safe

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 6, 2012

  The potential elimination of many tax preferences currently afforded life insurance is one facet of today’s fiscal cliff discussions that is often overlooked. In today’s political environment, no tax preference is safe.