Comprehensive Analytics News

It is difficult to accept the premise that multiple illustrations address the issue of impartial and unbiased selection if all of the products represented are restricted to the commission venue....

Thanks to the SEC, history is in replay mode, and the consumer again is at the bottom of the pile. On April 12, 2005, the SEC adopted Rule 202(a)(11)-1 (aka the Merrill Lynch rule), which appeared...

While the spotlight of fiduciary standards is focused on investment activity and asset management, only a small number of advisers are connecting the dots to challenge some compromising standards....

Are we sitting on a litigation time bomb with a short fuse? At the FPA Success Forum in Philadelphia, I was invited to speak on the topic of bringing value added service through the use of no-load...

One of the most perplexing problems facing planners today is how to deal with the current estate tax provisions. The Economic Growth and Tax Relief Reconciliation Act of 2001 has been fodder for...

Illustrations are the basic selling tool of the insurance industry for variable universal life (VUL) products. Unfortunately, clients and most advisors do not understand--or discuss--the many...