Looking for a job in troubled markets can be a daunting task. But financial advisors have reason to be hopeful: Despite the turmoil, more firms than ever are hungry for top talent.
Washington, D.C.: "We've got systems and procedures down to a science," said Marty, "but something is missing in our client relationships. We've recently lost four clients who I thought we were providing with a high level of service," he said...
Clients increasingly are opting for one the more intimate forms of recycling. If you think your client might be interested, suggest it as an option when drafting their advance directives.
It’s safe to say that yesterday's market surge after Fed Chairman Ben Bernanke's reassuring and uplifting prediction of an end to the recession by year-end and a recovery in 2010 is not the start of a bull market. Hardly, in fact.
It sounds redundant: Put a tax-deferred investment, like a variable annuity, inside an already tax-deferred IRA or retirement account? But the wisdom of such a move is actually subject to much debate. In fact, fifty five percent of all variable...
