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Private placement variable universal life insurance (PPVUL) products are available through some of the largest insurance companies in the United States. For advisers who know PPVUL only as an offshore vehicle, it may be time to consider the...
Earlier this summer, Hanson McClain Advisors got the call that no advisory firm wants to get. Someone had broken into its Sacramento, CA, headquarters and in scouring for money had stolen the firm’s safe filled with back-up data
John Kador compiled our Puzzler again this month for the Endpiece (on the last page of the magazine). A frequent contributor to Registered Rep. (he also writes “The Rep. Index” as well as features), John is the author of over 15 business books. H...
Unified managed accounts (UMAs) have been slow to win favor with advisors, accumulating just $79 billion in assets over the past half-decade. But recent research from Cerulli Associates projects that UMA assets will reach $327 billion by 2013 (for...
