Variable annuity sales increased during the first quarter, while sales of fixed annuities slipped.
When it comes to the decumulation phase of retirement behavioral finance hasn't yet been well-deployed to help retirees understand that they may very well outlive their retirement savings
The beneficial impact of last weekend's $1 trillion “shock and awe” intervention by Europe to save Greece and safeguard the euro is fading – even more quickly than officials had feared.
In an attempt to appeal to dually registered advisers, major life insurers are launching fee-based annuities.
Here we are, in the midst of a trend to “breakaway Advisors,” where more and more Advisors are thinking of places to work outside of the big 4 firms.
Industry leaders say advisers and consumers want simpler, cheaper annuities
Fund manager sees 65% boost in profits in the first quarter -- thanks to rising stock prices, positive asset flows
Until now, Ameriprise has confined its reps to selling the firm's own proprietary VA investments.
At first blush, it seems as though a bear market would be the biggest threat to your clients' retirement income security.
Most 401(k) plan participants need investment advice.
In a bid to ease investors out of cash and back into the market, Putnam Investments is dropping the sales charge and broker payout on the Class A and Class M shares of three of its mutual funds.
Fidelity Investments today announced that it will offer its retail customers — and and its registered investment adviser clients via a separate program — commission-free online trades for a suite of 25 iShares exchange-traded funds from BlackRock Inc.
Wealth management firm Aspiriant LLC said today it has agreed to buy Deloitte Investment Advisors LLC, a unit of accounting firm Deloitte LLP with 450 clients and $2.9 billion in assets under advisement.
Advisers should have difficult discussions about how much a client actually needs to retire, rather than how they feel about risk.
Without the presence of many willing buyers and sellers, we have seen how poorly markets function.
The battle over pint-size actor Gary Coleman's estate underscores the importance of a clear, coherent will — and the pitfalls of having more than one will in existence.
All but 7% of the nation's 20,000 wealth management firms won't extract significant value from their business when their owners retire, because most do not have a sustainable profit model, a new report contends.
Several state insurance regulators are considering changes that could make sales of variable annuities more burdensome for financial advisers and agents, and may even discourage the use of such investments in certain situations.
Total money market mutual fund assets rose by $740 million to $2.841 trillion for the week, the Investment Company Institute said Thursday.
