Pamela J. Black

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Recent Stories From This Author

Are Wealthy Investors Feeling Philanthropic?
July 20, 2010 Fewer of the wealthiest are giving more and small family foundations are giving more than required.

Fixed Annuity Sales Rise in Banks
July 1, 2010 Sales of fixed annuities rose in recent months despite a negative spread with CDs.

Meaningful Outreach
July 1, 2010 The silver lining in this tumultuous economy is that you have yet another opportunity to prove your worth to your clients. Get...

The Growing Divide Between Banks and Customers
June 10, 2010 While banks are optimistic about the economy and their customers perceptions of them, customers tell another story.

Turning Volatility Into Profits
June 1, 2010 Selling covered put and call options can substantially boost your returns in an unstable market.

Opportunity Costs
June 1, 2010 It's hard to believe that it's already time to honor the Top 20 Program Managers again. Many of our winners this year come...

Wealthy Investors More Pessimistic than Economists
May 25, 2010 Barclays Wealth study show that despite the recovery, high-net-worth individuals, especially in developed countries fear...

Getting Insurance Sales Right
May 1, 2010 Life insurance is starting to see some success in banks, but it remains a difficult sale compared with conventional investment...

Platform Plays
May 1, 2010 Our thoughts on platform programs have evolved over several months. We started out wondering whether platform programs were...

The Rise of the Multi-Family Office
April 27, 2010 As many single family offices remain concerned about their long-term sustainability, money is pouring into multi-family...