The 97.5 million viewers who tuned into this year's Super Bowl got a little dose of retirement reality from AXA Equitable Life Insurance Company, which spent its entire broadcast advertising budget for 2007 and 2008...
You’ve been hearing about the paperless office for years. Yet, it seems the mound of printed matter in a financial-advisory office only continues to grow. But if you can manage to digitize your office, you’...
For the first time ever, bank holding companies (BHC) were required by the federal government to report annuity fees and commissions—and it turns out Wachovia earned more than any other BHC.
You’ve heard of the “Bull Markets, Bear Knees” theory. It goes like this: When you want to know which way the equity market is headed, watch the direction of women’s dresses. In the late 19th...
Here's a fun fact to know and tell: The average fortune that men and women demand when it comes to marrying for money is $1.5 million, according to a recent survey by Prince & Associates, a Connecticut-based wealth...
Registered Rep: Cheers! It is your 50th year with Davidson Companies. How have advisors changed in that time? Ian Davidson: The entire investment business has changed. We have more investment advisors, they are more...
You might think that in the current economic climate it would be wise to advise a client against installing that new golf pavilion or building a new 15-acre driving range. Some of your wealthiest clients seem...
It may not come as a surprise that 58 percent of New Year's resolutions are finance related. Sadly, 51 percent of finance-related resolutions fall by the wayside within a month, according to a Harris Interactive...
What to do with the securities industry's Depression-era regulations that have investors confused over the difference between a registered investment advisor and a registered rep? After more than a year of collecting...
Ignore the Next Big Thing? Who would do such a thing? The fee-based model, with its steady stream of revenue, is an attractive way of doing business for lots of advisors. And it has been billed as the newest rage for...
