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The financial crisis left some serious emotional scarring on the ultra rich. In fact, they trust the government less since the downturn, and believe the U.S. and global economies will continue to deteriorate, according to a recent Barclays Wealth...
Asking for referrals—and getting them—can be as natural as any other part of your business m.o. But it can’t be an after-thought. It requires a well thought out, soup-to-nuts strategy, one that makes you—and your clients&...
As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.
Legislators in Congress are reportedly considering creating a kind of Roth IRA version of the estate tax. On The Money, a blog of the congressional newspaper The Hill, this week said lawmakers are considering whether to let taxpayers have the...
The retirement plan marketplace is experiencing an identity crisis of sorts. To help fix deficiencies in the 401(k) system, Congress passed the Pension Protection Act in 2006, which enacted sweeping legislative changes and set the stage for reform...
I am a bit of a spiritual seeker. Last summer, in search of the meaning of life, I trekked up one of the highest peaks in the Himalayas to seek the answer from two gurus who live in adjacent caves. The first guru told me that the key to the...
