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Webinar for RIAs discusses annuities, retirement planning
The RIA LABS event looks at longevity risks and various products that can be used.
The puzzle posed by annuities
Perhaps the lack of demand among clients is a function of a lack of understanding of annuities among advisors.
Does low knowledge of annuities help explain low adoption among advisors?
As advisors' knowledge about annuities increases, so does their perception of these products.
Draining the pool of confusion surrounding long-term care insurance
Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.
Lincoln team managing $800M moves to LPL Financial
Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.
LPL snaps up advisory team with $350 million in assets
The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
LPL to gain Prudential’s $50B wealth management business
LPL has been picking up steam in working as a back-office platform for banks, credit unions and insurance companies.
SEC’s lawsuit is a stretch to regulate insurance, lawyer says
A case against an advisor and insurance agent over his failure to disclose commissions could have wider consequences.
Cetera closes deal for Securian wealth business
The acquisition brings Cetera nearly $50 billion in client assets and more than 91% of Securian’s advisors.
Pimco parent profit gains but not from asset management
Allianz SE's insurance business earnings offset weakness for asset management which includes Allianz Global Investors.
Nuveen and TIAA roll out target-date series with annuity feature
Few 401(k) plans have such features, but product providers expect that to change.
Many Americans relying on insurance they haven’t bought to pay for old-age care
Survey reveals how people believe they will cope in their senior years, and the gaps that exist.
Will adding annuities to 401(k) plans alleviate the retirement crisis?
Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.
Why are advisors overlooking Peak 65 women’s retirement needs?
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
Annuities selling at record level as clients look for growth and buffers
Total sales are up 28% in the first half, with RILAs and fixed annuities rising, according to Limra.
Planning for the 40% of retirements that occur without warning
Considering a range of scenarios and having different buckets of assets is helpful, advisors say.
What advisors need to tell clients traveling abroad this summer
Financial advisors nationwide are taking calls from clients asking about what they should have in place prior to international travel.
Staying in-plan: More 401(k)s keep retiree assets but more products needed
Keeping retirees in the plan helps both participants and sponsors save on costs, but many 401(k)s are lacking income options.
NAPFA OKs membership for advisors with trailing commissions
If advisors receive $2,500 or less in commissions and donate the proceeds to charity, they can join the fee-only organization.
Retiree health care cost estimate ‘flat,’ Fidelity says
For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.
