Displaying 3267 results
DOL sues employee benefit plan fiduciaries for over $2.8 million
The Labor Department charges a Chicago fund's fiduciaries and counsel with committing multiple ERISA violations.
Americans want new ways to generate retirement income
Why aren't advisers talking to clients about the solutions that are out there? Many investors are still choosing only traditional investment vehicles and missing the complementary role annuities can play in retirement portfolios.
Morningstar partners with Hueler on annuities
Morningstar Retirement Manager will use Hueler's platform to help individuals include guaranteed income products in their retirement plans.
Flat-fee annuity for RIAs adds more investment choices
DFA and Midland National are working with RetireOne on its contingent deferred annuity, which launched last October.
Fintech raises $5.1 million to expand annuity platform for 401(k)s
Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.
Employee-paid benefits? Huh?
Just half of those eligible take advantage of voluntary benefits, survey finds.
LPL nabs MassMutual advisers managing $550 million
The six-adviser team in St. Louis, Planify Group, is affiliating through super OSJ Cornerstone Wealth Management.
Caribou lands $3 million to manage health care costs for clients
The health care planning fintech is aiming to make complex health insurance decisions easier by collecting data about clients’ plans, usage and medications to find the best possible strategies.
Lincoln partners with CHIP to broaden access to advice
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
Annuity sales rose 16% last year
Data collected by the Secure Retirement Institute show gains in all annuity categories in 2021.
$2 billion in GWG junk bonds sold by advisers are under pressure
GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.
What inflation could mean for annuities
Many people are likely wondering how heightened inflation will affect their retirement goals, including the role of insurance products they already own or are considering.
TIAA offers annuity to corporate retirement plans
The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.
NFP taps two as co-presidents in Northeast
Kate Henry and Mike Walsh will lead the region for the insurance broker.
Medicare do-over season
Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.
ESG fund asset managers need to provide clarity for investors
Given the disconnect between what ESG investors expect and what some ESG funds are actually investing in, it's time for some serious reputation risk management.
Pacific Life to pay $3 million for doing unlicensed business
New York says insurer improperly engaged in pension risk transfer business.
Washington state to delay assessing long-term care premiums
Gov. Jay Inslee says legislators need time to refine the program, the Washington Cares Fund.
How different are retirement portfolios built by investors, advisers?
Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.
Insurance network for RIAs says MYGA is the future for annuity sales
DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.