This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is…
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Although J.G. Wentworth is best known for its advertising and the purchase of legal settlements, the firm built a robust business purchasing a wide variety of illiquid financial assets. As J.G. Wentworth reached critical new milestones in growth, it revamped the media relations strategy to include corporate as well as…
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This article was written on behalf of J.G. Wentworth as a by-lined article. It serves as a primer piece for so called Brokerage General Agents and was part of a broad market education initiative associated with J.G. Wentworth's launch of their Annuity Purchase Program, which offered investors liquidity for their…
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As a secondary market takes hold for annuities,new questions arise as to which annuities canbe sold into it. This article explains which annuities investors are most likely to recognize value with and which ones they are not.
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This article was written on behalf of J.G. Wentworth as a by-lined article. It serves as a primer piece for agents and brokers and was part of a broad market education initiative associated with J.G. Wentworth's launch of their Annuity Purchase Program, which offered investors liquidity for their annuities.
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As wealth management continues to evolve, greater emphasis is placed on a wider range of related disciplines. I was hired by SEI Investments to help craft a series of plain-spoken, short monographs on discreet topics in estate planning which ranged from medical directives to selecting a guardian for your children.
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A perfect storm has materialized for tax directors of Fortune 1000 companies. Greater disclosure of segment data as a result of the Sarbanes Oxley Act, increasingly prehensile foreign tax authorities, and growing use of a shared services concept for managing global expenses, has made the allocation of headquarters' expenses fraught…
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