Harvard University

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  Surviving the ‘perfect storm’

  By Lloyd Lofton  |  March 26, 2013

  Understanding your clients’ motivations and sharpening your own business practices can help you overcome the current economic crisis.

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  Broken trusts: The man who married his wife six times

  By Joyce Hanson, AdvisorOne  |  March 1, 2013

  Family governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trust’s Tom Rogerson.

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  President Romney’s cabinet: Who would he choose?

  By Marlene Y. Satter  |  October 30, 2012

  Here are some possibilities for Romney appointees, and a couple of new ones Obama might make if he is re-elected.

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  Disability Insurance Observer: Floor and Freedom

  By Allison Bell  |  August 17, 2012

  The disability insurance market seems to work better than the LTCI market. Why is that?

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  Researcher: LTCI Rejectees Riskier Than They Look

  By Allison Bell  |  August 16, 2012

  Applicants' access to "private information" has skewed adverse selection stats, an economist says.

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  Researchers: Producer Role in Exchanges Still Evolving

  By Allison Bell  |  July 18, 2012

  California and Colorado exchange builders have yet to decide what to do about paying brokers.

• Justice Kennedy leans liberal - for now (Bloomberg)

  By Staff Writer  |  June 27, 2012

  Despite the way Justice Anthony Kennedy has been deciding lately, liberals should not get too excited about what it might mean for Obama’s health care reform.

• Goldman Sachs Names New Global Head of Insurance Relationships

  By Noah Guillaume  |  June 6, 2012

  In the newly created position, Robert Goodman will lead new business development efforts and oversee client relationships for the Insurance Asset Management business globally.

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  Retirees Don’t Know What They Want, But It Might Be Annuities

  By Joyce Hanson, AdvisorOne  |  May 7, 2012

  Uncertain workers may need help from 401(k) plan sponsors to achieve a guaranteed income stream, BlackRock study says.

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  Educate Clients About the Health and Finance Connection

  By Thomas Giddens  |  May 1, 2012

  Most people don’t think a serious illness will happen to them, but statistics tell a different story. You can dispel these misconceptions and offer clarity about the real cost of illness and accidents to workers’ pocketbooks.