The Company is engaged in providing financial planning, products and services that are designed to offer solutions for its clients' asset accumulation, income and protection needs.
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Seems to be doing awfully well for a financial services company catering to the "affluent and mass affluent." Given the economic/political atmosphere, I believe the American pie is likely to a) shrink and b) get cut more evenly over the next three years. The affluent will become mass affluent and the mass affluent will become mass.
Execution has been excellent since it was spun out. Earnings growth has been impressive and it hasn't missed any quarters, but their estimates for '08 and '09 have barely been cut since the beginning of the year.