| Issuer | Net assets ($M) | % change vs. 2013 | Market share | % change vs. 2013 |
|---|---|---|---|---|
| TIAA-CREF* | $442,257.7 | 5.0% | 23.2% | -1.7% |
| MetLife | $178,104.6 | 2.5% | 9.4% | -3.1% |
| Prudential Financial | $152,286.1 | 6.1% | 8.0% | 0.0% |
| Jackson National | $129,662.6 | 22.4% | 6.8% | 15.3% |
| Lincoln Financial Group | $116,398.6 | 10.7% | 6.1% | 3.4% |
| AXA Equitable | $105,248.1 | 3.7% | 5.5% | -3.5% |
| SunAmerica/VALIC | $99,234.1 | 12.2% | 5.2% | 4.0% |
| Ameriprise Financial | $74,660.3 | 4.3% | 3.9% | -2.5% |
| ING Group | $69,366.2 | 0.3% | 3.6% | -7.7% |
| AEGON/Transamerica | $64,231.2 | 16.1% | 3.4% | 9.7% |
| Nationwide | $58,621.8 | 9.7% | 3.1% | 3.3% |
| Pacific Life | $55,730.3 | 2.6% | 2.9% | -3.3% |
| Hartford | $54,257.1 | -11.7% | 2.8% | -17.6% |
| John Hancock | $48,714.6 | -5.8% | 2.6% | -10.3% |
| Allianz Life | $33,041.2 | 4.1% | 1.7% | -5.6% |
| Thrivent Financial | $25,988.9 | 15.9% | 1.4% | 16.7% |
| Fidelity Investments Life | $25,975.1 | 11.8% | 1.4% | 7.7% |
| New York Life | $25,811.8 | 12.3% | 1.4% | 7.7% |
| Ohio National | $19,736.3 | 23.9% | 1.0% | 11.1% |
| Northwestern Mutual | $16,819.9 | 10.2% | 0.9% | 12.5% |
| Massachusetts Mutual | $14,282.1 | 6.0% | 0.8% | 0.0% |
| Protective | $12,427.3 | 7.1% | 0.6% | 0.0% |
| Mutual of America | $12,366.0 | 13.9% | 0.6% | 0.0% |
| Guardian | $9,848.2 | 8.3% | 0.5% | 0.0% |
| Genworth Financial | $9,794.6 | -5.5% | 0.5% | -16.7% |
| Issuer | New sales ($M) | % change vs. 2013 | Market share | % change vs. 2013 |
|---|---|---|---|---|
| Jackson National | 5,683.4 | 9.5% | 16.4% | 10.1% |
| SunAmerica/Valic | 3,458.6 | 1.5% | 10.0% | 2.0% |
| Lincoln Financial Group | 3,349.8 | -5.7% | 9.6% | -5.9% |
| TIAA-CREF* | 3,022.9 | -6.6% | 8.7% | -6.5% |
| AEGON/Transamerica | 2,952.7 | 25.9% | 8.3% | 25.8% |
| Prudential Financial | 2,558.4 | 7.3% | 7.4% | 7.2% |
| Axa Equitable | 2,297.1 | -4.0% | 6.5% | -4.4% |
| Nationwide | 1,644.1 | 8.8% | 4.5% | 9.8% |
| MetLife | 1,574.0 | -41.6% | 4.4% | -42.1% |
| Pacific Life | 1,155.0 | 10.5% | 3.3% | 10.0% |
| Ameriprise Financial | 1,210.2 | -6.6% | 3.0% | -18.9% |
| New York Life | 913.2 | 19.1% | 2.6% | 18.2% |
| Thrivent Financial | 873.0 | 8.1% | 2.4% | 4.3% |
| Allianz Life | 568.3 | -24.4% | 1.6% | -27.3% |
| Ohio National | 564.0 | -0.1% | 1.6% | 0.0% |
| Fidelity Investments Life | 541.9 | 44.8% | 1.6% | 45.5% |
| Forethought | 438.5 | 111.6% | 1.3% | 116.7% |
| Northwestern Mutual | 423.1 | 9.9% | 1.2% | 9.1% |
| ING Group | 333.8 | -11.8% | 1.0% | -9.1% |
| Protective | 284.5 | -20.5% | 0.8% | -20.0% |
| Massachusetts Mutual | 236.5 | 15.8% | 0.7% | 16.7% |
| Jefferson National | 216.5 | 16.9% | 0.6% | 20.0% |
| Guardian | 189.2 | 4.6% | 0.5% | 0.0% |
| Minnesota Life | 155.9 | -35.6% | 0.4% | -42.9% |
| Mutual of America | 127.7 | -27.6% | 0.3% | -25.0% |
| Company | Market share | Sales % change vs. 2013 |
|---|---|---|
| Allianz Life of North America | 27.71% | 161.6% |
| Security Benefit Life Insurance Co. | 9.43% | -1.2% |
| American Equity Cos. | 8.56% | 0.4% |
| Great American Insurance Group | 6.43% | 13.9% |
| Athene USA | 5.23% | -11.7% |
| Midland National Life | 3.82% | 4.7% |
| EquiTrust | 3.49% | -18.6% |
| Symetra Financial | 3.40% | 34.1% |
| Voya Financial | 3.39% | 39.7% |
| Fidelity & Guaranty Life | 3.29% | 55.1% |
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
