New rankings show that Delaware is a better place to hide money than Switzerland. While this may come as a surprise to most Americans, financial sector analyst Heather Lowe says that it is not a surprise to the world’s criminals. Question: would that be in, uh, Dollars?? Spin, spin, spin… Watch the video

The greatest transfer of wealth in history is old news – but now that baby Boomer recipients are beginning to retire, on the heels of the meltdown, how will this affect the industry?

Changing client investment parameters are leaving some firms scrambling to adapt. The aftershocks of the Financial crisis are reverberating in portfolio allocation, and sweeping changes may result for the industry, from a service provider perspective (and then of course there will be regulatory reform, but that’s another horse entirely) . With more than a trillion dollars lost by those about to retire, many would be retirees are reportedly allocating an increasing portion of assets out of growth oriented products like equities, an into income producing products and managed accounts, according to a recent report released by consulting firm Deloitte LLP. (more…)