Research / WMIQ

Europeans went on a summer shopping spree—not only in the United States, where the Euro stretched far because of a weak dollar, but also in the European auction houses. Sotheby’s week-long sale of Old Master Paintings in London this...

Tampa:  "I keep hearing everyone talking about getting referrals from CPAs," groaned Tony, "But I'm beginning to think that is all just talk—I don't know anyone who is getting much business from CPAs."

The following is an excerpt from “Ten Common Errors,” part of a special report on retirement benefits that ran in the September issue of Trusts & Estates, a sister publication to Registered Rep. For many clients, retirement benefits are their...

As more baby boomers retire, opportunities are growing for registered reps to sell life insurance policies directly to life settlement companies, cutting out life insurance settlement brokerage firms.

Lehman Brothers is on the ropes, and other financial firms are reeling.

You might think that charitable giving—particularly the giving of large gifts—would wane under economic pressure. But history tells us otherwise

The Million Dollar Round Table (MDRT) has named Walton W. Rogers, CLU, ChFC, President of the 2008–2009 MDRT Executive Committee.

IFM Group has completed a re-structure of its business to meet the growing demands of its clients world-wide.

Charlotte: "I've yet to find the perfect practice management system," explained Wally, "We have spent more money than I like to think about, and our business has been flat for the last three years—and now we're down."

Todd Millay, Managing Director of Choate Investment Advisors, was chosen as one of 40 emerging business leaders for the Boston Business Journal’s 2008 “40 Under 40” award.