8/ INVESTMENTS: The Illusion of Calm? By Michael E. Lewitt A stable global financial system is an absolute necessity—unfortunately, a stable financial system is precisely what we still don’t have. The world remains highly vulnerable to another...

When it comes to cash value insurance, whole life sales are picking up steam. Annual sales of whole life insurance were up 12 percent in third quarter of 2009, compared with the same period of 2008, according to LIMRA International.

With equity prices up, interest rates down, and an economic picture that can be described as blurry at best, it seems harder than ever to find sure-fire ways to enhance a client’s financial picture. In fact, you may want to look beyond...

Sure, retirement looks a bit different for many of your clients after last year’s market plunge. But with the recent equity market surge off of March lows, should you make new adjustments? And if so, what?

A new software package helps advisors deal with the complexities and opportunities presented by Roth conversions after 2009

The firm formerly known as Arnhold and S. Bleichroeder Advisers today announced its new corporate name: First Eagle Investment Management. The name change is intended to reflect the firm’s concentration on asset management.

Briefing ...

Phoenix: "December has always been a challenging time for getting together with people," said Jarrett. "Everyone is busy with the holidays and I'm trying to close out the year, maybe I should table my rainmaking until January."

Alternative investments were not spared last year’s market tailspin, but there’s been a notable comeback in returns on some alternative categories this year. Meanwhile, advisors and investors are more convinced than ever that...