Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.
Income inequality up 18% since 1967; rose the most during Reagan era
Guggenheim Partners LLC is ramping up its presence in the fixed-indexed-annuity realm with the purchase of an insurer
When a 74-year-old client visited Ellen R. Siegel six years ago with news of an upcoming 12% rate increase on the premium of her long-term-care insurance, the adviser knew she had to navigate the potential benefit cuts with the precision of a surgeon.
Will make lump-sum payment the default option; policyholders must opt in for retained-asset accounts
iShares S&P National AMT-Free Bond Fund records largest loss since 2008; 'extremely overvalued'
A federal court decision in Pennsylvania has notched a win for life settlement investors.
Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers
S&P lowers outlook on tax-exempt bonds that financed construction of Citi Field; off-field drama could sap attendance
Sales of insurance — as well as investment products — tends to attract more profitable customers; big edge in trust over brokerages
Advisers need to do a better job of helping clients save, says consumer finance expert
MetLIfe, Axa curbs on clients' VA additions a way to rein in market exposure amid tough economy
In a bid to appeal to fee-based and fee-only financial advisers, life insurers are resurrecting a once-forgotten product intended to generate a steady stream of retirement income outside the VA arena.
Life Partners accused of misleading shareholders about mortality estimates; securities or not?
Calculating how much money would have been raised if rates were higher is weird science, at best
