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May 23, 2012

With VA bennies being jettisoned, customers hop on indexed annuities

By Darla Mercado

Search for guaranteed income boosts sales; rising stock market fails to lift VAs

May 23, 2012

FPA to leverage popular mobile planning app to assist adviser referral efforts

By Davis D. Janowski

Retire Logix, a slick retirement planning application for mobile devices I wrote about last year when it came out on the iPhone, is now going to link to the Financial Planning Association's...

May 23, 2012

Fallen adviser: Don't let this happen to you

By Lavonne Kuykendall

Kuhse tells harrowing tale of crime and punishment, including time spent in a Costa Rican jail

May 23, 2012

Face off

Another day, another hit for the Facebook IPO. This time, the securities regulator of Massachusetts has subpoenaed lead underwriter Morgan Stanley for its role in setting the price for the offering. | 10 reasons clients should avoid Facebook

May 23, 2012

Ratings upgrade a real benefit to Security Benefit, says insurer's boss

By Darla Mercado

Kiley says A rating will boost distribution of annuities; carrier's premiums already on the rise

May 23, 2012

'Targets on their back,' wealthy turning to trusts

Shielding assets now a prime concern of the rich; different states, different rules

lawsuits,
trusts

May 23, 2012

Advisers and Social Media

...

May 22, 2012

Morgan Stanley refutes 'regulatory concerns' over Facebook IPO

By Bloomberg

Morgan Stanley (MS) defended its role in Facebook Inc. (FB)’s initial public offering after a Massachusetts regulator subpoenaed the bank over talks between an analyst and investors about the social media company’s revenue outlook.

May 22, 2012