They Care that You Care: Handling Sensitive New Referral Cases
A considerable amount of virtual ink has been spilled on the topic of providing value-added services to customers. Today...
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Does Brisk Walking Help You Live Longer?
Can the pace you set in your everyday walking affect longevity? A report from the British Journal of Sports Medicine suggests that...
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College and Income: Good for All but Better for Some
College is good for you. It broadens your intellectual horizons, introduces you to new people, ideas and challenges, and teaches...
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New Legislation Aims to Protect Elderly from Financial Abuse
The US Congress recently passed legislation intended to protect citizens from financial abuse. The bill received unusually broad...
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Father’s Day Gifts for the Dad Who Has Everything
Father’s Day is upon us, and for those of us saddled with one of those dads who has everything, the subject of a gift is a sore...
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PIMCO Suggests Possibility of Recession in the Next Three Years
Pacific Investment Management Co. (PIMCO), one of the world’s leading fixed income managers with $1.77 trillion in assets under...
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Baby Teeth Offer Clues about Autism
Scientists have long sought the cause of autism, but recent developments may suggest that they’re getting closer to solving the...
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The Hard Sell: US Insurers Buy into Illiquid Assets
S&P Global reports that in the United States, insurance agents are loading their books with riskier assets in search of higher...
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Fare Thee Well, Fido – Trusts for Pet Care After You’ve Gone
It may sound odd, but if you’ve ever loved a pet it’s no laughing matter. Dogs, cats, songbirds and parrots, even boutique pigs and...
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Not Too Late to Get Swimsuit Fit for Summer
Darn it, it’s June already – here come July and August, prime baking, tanning and swimming season. Did you get fighting fit over...
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Financial Planner MD: Referring Clients to Private Doctors
People are living longer but aren’t necessarily planning for longer lifespans. One recent survey found that only 14% of respondents...
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The Best Places around the Globe to Celebrate Porsche’s 70th Anniversary
In 1948, on June 8th, the first Porsche hit the road. In the seventy years since, this legendary firm has earned a place in the...
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Play the World’s Best Golf Courses
Golf is one of the most popular sports (at least in terms of the number of people playing) in America. It generates almost $70...
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Endgame Nears: Fine-Tuning Retirement Plans for Your Clients
It goes without saying that investors today exhibit a degree of nervousness. We’ve always faced risk and market unpredictability...
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Super-Wealthy Buy into Private-Placement Insurance
Lombard International, whose parent company is Blackstone Group LP, is offering a new form of investment to ultra-rich clients...
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Financial Advisors: How to Make Business Owners Your Clients
Business owners are among the most sought-after clients for financial advisors. Successful privately-owned businesses are a key...
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