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PRACTICE MANAGEMENT NOV 23, 2009
Devote time now to prepare a business plan for next year

After the turbulent year that many advisers have had, your goals should be to stay focused and keep things simple. Your business plan should include dividing clients into appropriate categories, developing a detailed communications plan with investment and lifestyle ideas, setting goals for assets under management, creating tiered service levels, and devising a top-client asset retention strategy.

LIFE INSURANCE AND ANNUITIES NOV 23, 2009
AIG agrees to sell Hong Kong consumer finance unit to the China Construction Bank

American International Group Inc. today said it would sell its Hong Kong consumer finance unit to the China Construction Bank Asia Corp. Ltd.

RIA NEWS NOV 20, 2009
Dell, dollar weigh on stocks

The stock market lost ground for a third straight day as investors grew uneasy about a rising dollar and spiking demand for the safest government debt.

RIA NEWS NOV 20, 2009
SEC's pop-quiz proposal provokes adviser opposition

The financial advisory industry is rallying its troops against a controversial SEC rule proposal that would subject thousands of investment advisers to surprise exams by outside auditors.

RIA NEWS NOV 19, 2009
New jobless benefit claims unchanged at 505K

REGULATION AND LEGISLATION NOV 18, 2009
Financial adviser admits to $9M sham that funded his gambling and international travel

A New Jersey-based financial adviser has admitted operating a scheme that defrauded investors of more than $9 million.

RIA NEWS NOV 18, 2009
Stock futures point to modestly higher opening

RIA NEWS NOV 18, 2009
Stocks are modestly lower in early trading

Stocks slid in early trading Wednesday after a report showed housing starts dropped unexpectedly in October.

LIFE INSURANCE AND ANNUITIES NOV 18, 2009
Lower capital requirements for RMBS would mean more flexibility for insurers, Moody's says

U.S. insurers may improve their financial flexibility as state insurance regulators change the way they evaluate capital requirements for residential-mortgage-backed securities, according to a report from Moody's Investors Service.

LIFE INSURANCE AND ANNUITIES NOV 18, 2009
STOLI by the book

Sex, violence and stranger-originated life insurance are at the center of a new novel, “The Death Bond Conspiracy,” written by an unusual author — an insurance agent.