Displaying 238 results
Letters to the editor
I have seen the study referenced in the article “HSA assets grew more than 62% last year, Celent study shows,” which appeared on InvestmentNews.com on June 29.
Letters to the editor
Regarding the Tech Update column “A Warning Before You Twitter,” which appeared in the June 22 issue, I think that Eric Rosenberg, an attorney and president of Litigation Proofing LLC in Mamaroneck, N.Y., is mistaken in his comment that “there is no technique for retaining [Twitter] and supervising it.”
NAIC suitability provision for annuities a ruse
I have enjoyed reading InvestmentNews for many years because of its straightforward reporting and timely items of interest.
Limited-purpose banking likely will never happen
I loved the Viewpoint article “It’s time to institute “limited-purpose banking,’” which appeared in the May 25 issue.
Many firms are gathering reps’ personal information
I wish to address inaccuracies in the provocatively titled article “Woodbury to pry into the finances of reps,…
Don’t let clients take risks with life insurance policies
As a 25-year veteran of the financial business, I have always shown my clients term insurance for their immediate needs and whole-life insurance through a mutual company for their permanent needs.
FPA, NAPFA should offer health insurance
I wanted to provide some feedback on the article “Planning groups look to cut health insurance deals,” which appeared in the May 4 issue.
Letters to the editor
Financial education is in short supply Poll on Obama deserves two thumbs down After spending two days volunteering…
C shares have a place in the overall product mix
I take exception with Philadelphia-based mutual fund consultant Burton Greenwald's conclusions in the article “C shares set to go the way of the dodo,” which appeared in the April 20 issue.
Recent events prove that bigger isn’t always better
I disagree with a quote from Richard Bove in the article “Small banks positioned to build wealth management…
Letters to the Editor
"Newshound' enjoys InvestmentNews Article on assistants "hit the nail on the head.' Associates are subjected to unprecedented demands.
412(i)s are an alternative to tax deferral programs
The taxINsight column "Making a retirement plan contribution before filing a tax return," which appeared on investmentnews.com April 7 was quite comprehensive in pointing out the possibilities of various tax deferral programs, but I wonder why it didn't address a 412(i) as an alternative.
Economic lessons from a young professional
As financial experts and political pundits sift through the wreckage of the credit crisis, a significant segment of the population has been ignored by the mainstream media: young people who have recently graduated or are newly employed.
Some on Wall Street are victims, not villains
I applaud the article "Advisers grapple with stress amid downturn," which appeared in the March 9 issue.
Clients are being steered into prime money funds
Investors are being steered or forced into prime money market funds as asset managers close their Treasury money…
Viewpoint article hit nail on the head
Great Viewpoint article in the Feb. 23 issue, “The five new realities of wirehouse advice,” by Timothy D.
Madoff’s plea deal is his last grand scam
Entering into a plea deal with Bernard Madoff is a horrible decision and a cop-out for prosecutors.
Madoff adviser clients not SIPC’s responsibility
When I first read of the Securities Investor Protection Corp.’s petition to the Department of Justice for trustee approval and jurisdiction, my response was complete disbelief.
Just read the last letter; everything else has been edited SIPC not responsible to Madoff adviser clients
When I first read of the Securities Investor Protection Corp.’s petition to the Department of Justice for trustee…
Uptick rule is matter of national security
I read with interest the Jan. 26 story "Market participants split on reinstatement of the uptick rule."
