Allianz Life Insurance Company of North America has partnered with eMoney Advisor to launch a tool to help advisers demonstrate the value of annuities, the companies said in a release.
Allianz Life has access to eMoney Premier, the firm’s most robust planning package, which includes basic and advanced planning tools as well as the eMoney client portal and advanced analytics tools.
“Now more than ever, embedding risk management strategies into financial plans is critical,” said Eric Thomes, chief distribution officer for Allianz Life.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
