The Trials and Heirs blog\ recently had an article about how to avoid exploitation of the elderly by a family member. They recommend 1 Getting Expert advise who knows the ins and outs of estate planning. I would also recommend using a Florida Estate Planning Lawyer who is familiar with Florida Eld ...

Today we bring you Part II of my conversation with Wayne Burton and Cyndy Nayer of the Center for Health Innovation, where we get into some specific examples of successful programs.  The Center represents over 40 million lives, and brings together employers and providers to focus on a limited number ...

An industry colleague ran into a situation today where a financial advisor is recommending that the plaintiffs take cash and purchase a SPIA in lieu of receiving a structured settlement and called to ask me for my thoughts. A Single Premium Annuity Contract or "SPIA" is a contract between a person ...

First the White House National Security Advisor, John Brennan, said Republicans were briefed on the FBI detainment of the Christmas Day panty-bomber, including that the terrorist had been mirandized. In fact, that was not true. Now John Brennan says critics of the White House are serving ‘th ...

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DC's Big Blizzard(s): Will the SEC Still Declare Your Filings Effective? I won't whine since I grew up in Chicago, but a second blizzard is expected today in Washington as federal government offices are closed here for a second straight day as we dig out from the first. As I blogged on Friday, fede ...

In Sand Hill Advisors, LLC v. Sand Hill Advisors, LLC — a trademark case involving companies with the same name — the Northern District of California found that northern California is big enough for both parties. In reaching this conclusion, the court found: “Sand Hill” ...

I recently spoke with Wayne Burton, MD and Cyndy Nayer.  Cyndy is co-founder and President of the Center for Health Value Innovation; Wayne is a member of the Board of Strategic Advisors, and former longtime Corporate Medical Director of JP Morgan Chase.  The Center focuses on sharing evidence of im ...

Stories about Merrill adding trainees surfaced last week, now we learn that Wells Fargo Advisors is looking to add 1,400 financial advisors. A published report said that the advisors will be a combination of 1,000 recruits from other firms and 400 trainees. More>>>Technorati Tags: broker transition, ...

Class Action Challenging Secret Revenue-Sharing Payments in Purchase of Mutual Funds Fell Within Scope of “Covered Class Actions” under SLUSA (Securities Litigation Uniform Standards Act of 1998) and was Properly Dismissed because State-Actions Exception did not Apply Sixth Circuit H ...