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Advisor Corner: Joining an Established RIA (Part 1 of a Two-Part Series) 

If having more autonomy, greater alignment with your clients’ interests and potentially keeping a bigger share of the profit appeals to you, becoming an independent advisor might be up your alley...

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The Social Security Flip 

By Kevin McKinley

Repaying your Social Security and then refiling for benefits can be a winning strategy, netting you a better return than investment in a CD or an immediate annuity would....

60 Seconds: Gregory Salsbury 

By Jerry Gleeson

Gregory Salsbury, executive v.p. of Jackson National Life Distributors and author of the recently released book, "Retirementology: Rethinking the American Dream in a New Economy."...

The Genetic Method 

By Jerry Gleeson

Researchers have identified genes linked to longevity. Do retirement planners have a new tool for calculating nest eggs?...

UBS Brokerage Unit Turning the Corner?  

By John Aidan Byrne

The "turning point" in client fund outflows is about to appear for UBS Wealth Management Americas, UBS Chief Financial Officer, John Cryan, said today, as the brokerage business of the Swiss banking giant showed an underlying profitability of $72 million in the second quarter. Outflows at the Americas unit, led by CEO Bob McCann, were $2.47 billion compared with $6.8 billion in the first quarter....

The True Cost Of College 

By Lynn O'Shaughnessy

The sticker price can be reduced, if you know how to do it....

Making The Golden Years Good 

By Kevin McKinley

Your Boomer clients may have to decide whether to continue working into their planned retirement. Here's how to help them think about it....

Retirement Planning

College Planning

The True Cost Of College 

By Lynn O'Shaughnessy

The True Cost of College 

By Lynn O’Shaughnessy

The Right School At The Right Price  

By Lynn O'Shaughnessy

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In This Issue: September 2010

Cover Story

Outgrowing The Series 7

When the 7 becomes more of a burden than a benefit.



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