Insurance

Preventing beneficiary disputes

The recent spotlight on financial products hasn’t been limited to complex mortgage-backed products. Insurance-based products have had their share of recent attention, especially when it comes to beneficiary designations. Several court cases involving beneficiary designation disputes underscore the importance of reviewing these designations and ensuring that they are up-to-date and in accordance with a client’s […]

By David Wm. Brown |June 29, 2010

9 min read

Understanding sleep apnea

Although the first detailed description of obstructive sleep apnea (OSA) only appeared in the 1960s, its characteristics were described well before this in the works of Shakespeare and Dickens. The best known of these descriptions is Dickens’ portrayal of Joe, the sleepy fat servant boy of The Pickwick Papers (1837). ‘Fat Joe’ had such excessive […]

By Carmela Tedesco |June 3, 2010

6 min read

Follow Her Lead

It’s a common conception that finance is a male bastion, where the most furious networking happens on the golf course. Belief in this notion could have kept many a woman away from this industry. Statistics bear that out to some extent—a 2008 Catalyst Report conducted for Women in Capital Markets shows the representation of women […]

By Kanupriya Vashisht |May 1, 2010

14 min read

Less is more (Part 1 of 2): Making the case for right sizing

(September 2005) There is an old saying that suggests that there is a fine line between being in a groove and being in a rut. Nowhere do I see that to be more evident than among high-level financial advisors. A common concern I hear from many high achieving advisors is that they feel they have […]

By Duncan MacPherson |August 31, 2005

4 min read