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How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule

August 9, 2017

The Department of Labor's fiduciary rule is expected to create a bundle of client prospecting opportunities for advisers specializing in retirement plans, as less-experienced 401(k) advisers exit the market or employers ditch them for a more...

Financial trade groups to DOL: Advisers dumping small accounts

August 8, 2017

The Department of Labor's new fiduciary standard for retirement accounts is creating tens of thousands of "orphaned" investment accounts and limiting consumers' access to financial products and services, according to the Insured Retirement Institute,...

Good health is key to retirement security

August 8, 2017

The key to retirement security has traditionally focused on money. But lately, the discussion has embraced health as an increasingly important component in the retirement security equation. In fact, health status during working years and health-care...

Health care reform could affect muni bonds

August 8, 2017

Download transcript The views expressed are as of April 2017, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments...

Consumer and insurance groups disagree on advice standard for annuity sales ​

August 2, 2017

An effort by state insurance regulators to raise investment-advice standards for annuity sales appears to be driving a wedge between consumer organizations and a life insurance trade association. In light of the Labor Department's fiduciary...

SEC charges four former reps with fraud for VA sales targeting federal employees

July 31, 2017

An earlier version of this story incorrectly implied that the former brokers charged were registered with another securities firm when the allegations occured. The Securities and Exchange Commission has charged four former Atlanta-area brokers...

Filling in the protection gap for high-income earning physicians

July 27, 2017

Long-term disability coverage is important for many occupations, but for physicians it's particularly critical. Even a relatively minor accident or illness can interfere with their ability to practice medicine or perform surgeries. Many high-income...

DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

July 24, 2017

Independent insurance agents have been among the most affected by the Department of Labor's fiduciary rule, and it appears some defined-contribution-plan record keepers have been contributing to that upheaval. Record keepers such as Principal...

Indie BD managing $520 million becomes OSJ

July 18, 2017

HBW Securities, an independent broker-dealer based in Simi Valley, California, is giving up its broker-dealer status and becoming an office of supervisory jurisdiction with Cetera Advisor Networks. HBW's 55 affiliated financial advisers and...

Manulife weighs a John Hancock IPO or spin-off

July 13, 2017

Persistently low interest rates that have hammered insurance company profitability seem to be behind a move by Manulife Financial Corp. to explore an initial public offering or spin-off of its John Hancock Financial Services Inc. unit, The Wall...

GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources

July 11, 2017

Senate Republican leaders dropped provisions that would repeal two taxes on high earners in a revised draft of their health-care bill sent to the Congressional Budget Office, according to GOP senators. Republican leaders are now planning to...

Health-insurance reform uncertainty hampers advisers' ability to counsel to clients

July 8, 2017

The failure of congressional Republicans to pass a health-insurance reform bill to replace the Obama administration's Affordable Care Act has complicated the lives of financial planners and investment advisers in many ways. The most obvious...

5 ways to ensure an HSA isn't subject to ERISA

July 7, 2017

Health savings accounts are swelling in popularity, and their growth could accelerate, depending on the fate of health-care changes currently being debated on Capitol Hill. Retirement plan advisers have taken notice: Observers say that lawmakers'...

Health savings accounts becoming the new IRAs

July 6, 2017

With more than $40 billion in total assets, health savings accounts are starting to add up to real money, which could represent another area of opportunity and responsibility for financial advisers. Today, only about 4% of HSA savers are moving...

Morningstar's first study of 10 largest HSAs reveals so-so performance

June 27, 2017

In its first assessment of major health savings account plan providers, Morningstar found that only plans from The HSA Authority earned a positive assessment as both an investment vehicle to save for future medical expenses and as a spending...

DOL fiduciary rule: When advisers actively seek to use BICE

June 14, 2017

To opponents of the Department of Labor's fiduciary rule, the best-interest contract exemption is something akin to the spawn of Satan. This provision of the rule, which raised investment advice standards in retirement accounts, allows broker-dealers...

Retiree health care costs rising faster than Social Security benefits

June 14, 2017

Health care costs in retirement are rising twice as fast as the average annual increase in Social Security benefits, putting a crucial source of retirement income on a collision course with one of the biggest expenses retirees face. Over time,...

State insurance regulators look to DOL fiduciary rule as they mull changes to annuity sales standard

June 13, 2017

State insurance regulators are using the Labor Department's fiduciary rule as a benchmark as they begin to mull changes to the annuity sales standard they oversee. The DOL rule, part of which was implemented last week, requires advisers to act...

How much life and disability is enough?

June 11, 2017

Veronica is a 33-year-old professional with a family, earning $150,000 a year. If she works until 75, she'll earn between $13 million and $20 million over 42 years (with 3% to 5% average annual increases). Veronica's human life value will be...

Voya re-entering buffer annuity market as product popularity grows

May 26, 2017

Voya Financial is hoping to capitalize on the recent popularity of buffer annuities by launching a product around the end of this year or early next, after having exited the market less than two years ago, and joining a small group of insurers...

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