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In this Issue: Cover Story

Carolyn Paul's best laid (wealth management) planCarolyn Paul's best laid (wealth management) plan
By John Sullivan

Carolyn Paul walked away from managing $1 billion to build a wealth management platform from scratch. We ask her about building the brand, gathering assets and serving her clients.

Past Issue Cover Stories:

Mar: Mark Newman's high-net-worth wisdom
Jan: Get big with small business
Nov: Facing down the meltdown
Sep: Lone Star
Aug: Why you hate compliance

This Month's Headlines

Article Library
  •   The separate account sweet spot, By David Port
  •   Low-cost ideas for organic growth, By Vanessa Drucker
  •   The Reg S-P run-around, By John Sullivan
  •   Cerulli's top 10 advisory managed account providers, By BAM Staff
  •   

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    Join the Discussion

    Posted: Jul 5, 2008
    Board: Annuities
    Re: This guy is uninformed and doesn't like annuities
    I think your article is "on the money". Are annuities right for everyone?Certainly not. Folks that drive fast sports cars, and fly their Lancairs at low altitudes may not need one. But a por...
    Continue Reading This Post
    Posted: Jul 5, 2008
    Board: Annuities
    Re: This guy is uninformed and doesn't like annuities
    Anyone wanted to protect FIAs as a fixed product needs to visit www.sec151a.com.
    Continue Reading This Post
    Posted: Jul 4, 2008
    Board: Annuities
    Re: SPIAs are embedded option contracts
    "you fail to mention that once money is 'annuitized' or turned into a 'spia', there is a fixed rate of return of 1.5% or 2% on the declining balance.
    In California, wh...
    Continue Reading This Post
    Posted: Jul 4, 2008
    Board: Annuities
    Re: SPIAs are embedded option contracts
    "I can get 3.5% on a bank money market at WaMu w/o penalty. My client needs the income over a five year period. How can a SPIA beat that?"

    As an ad...
    Continue Reading This Post
    Posted: Jul 3, 2008
    Board: Annuities
    Re: SEC considers equity-indexed annuities proposal
    SEC along with FINRA and NASAA are waving the protection flag for seniors or better yet for your grandma. They are stating that if FINRA and NASAA regulated the sale of FIA your Grandma would be safe...
    Continue Reading This Post

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