Industry News

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NEWS LIFE INSURANCE AND ANNUITIES JUN 04, 2014
Lincoln National: Variable annuity sales are up, and there's still room to grow

Lincoln National's variable annuity deposits hit $3.4 billion at the life insurer during the third quarter, reflecting a 56% increase from the year-ago period, but execs want to shift more to contracts without living benefits.

By Darla Mercado
NEWS RETIREMENT PLANNING JUN 04, 2014
Demand forces Jackson National to halt VA exchanges temporarily

Seven-week block applies only to products with guaranteed living benefits, not fixed and indexed annuities.

By Darla Mercado
NEWS INDUSTRY NEWS JUN 03, 2014
Murdoch ups the ante to more than $75B in bid for Time Warner

Willing to pay more than $85 a share; undeterred by earlier rejection.

By ntappan
NEWS INDUSTRY NEWS JUN 03, 2014
Midyear report card: How investments, the market and the economy score

Heading into the second half of the year, Nuveen's chief equity strategist reviews his 2014 expectations.

By Robert C. Doll
NEWS INDUSTRY NEWS JUN 03, 2014
Wary investors slip back into the market

Deep unease remains about the future: 'How do you not worry if your 27-year-old is living at home? There is a general and a genuine concern that the future for the next generation isn't going to be as good as the past generation.'

By Trevor Hunnicutt
NEWS EQUITIES JUN 03, 2014
A milestone day

Friday's <i>Breakfast with Benjamin</i> menu: A big jobs report, commemorating D-Day. Plus: The SEC tackles HFT, Bill Gross and cell phones, BofA's big fine and ranking the horses.

By Jeff Benjamin
NEWS FINTECH JUN 03, 2014
Pershing updates technology platforms – all at once

NetX360 revised with new interfaces and flexibility for users.

By twelsh
NEWS EQUITIES JUN 03, 2014
Prepare for a rocky week in the markets

On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.

By Jeff Benjamin
NEWS ALTERNATIVES JUN 03, 2014
Opposition mounts to Inland merger

Union says shareholders will end up footing the bill for $45 million in transaction fees from merger with Kite Realty.

By Mason Braswell
NEWS INDUSTRY NEWS JUN 03, 2014
Schorsch buys Red Lobster properties in $1.5 billion deal

American Realty Capital Properties Inc., the largest sponsor of nontraded real estate investment trusts, bought the property in conjunction with Golden Gate Capital's acquisition of the Red Lobster seafood restaurants from Darden Restaurants Inc.

By Mark Schoeff Jr.
NEWS INDUSTRY NEWS JUN 03, 2014
Investment managers report lackluster quarter

Reduced DB plan presence, cool markets cited for slight AUM gains

By James Comtois
NEWS RIAS JUN 03, 2014
A new planning tool for advisers challenges clients to win a game

Using gamification can help further conversations.

By Joyce Hanson
NEWS BROKER DEALERS JUN 03, 2014
LPL weathers flat quarter on higher revenue

Revenue was up almost 12%, but profit declined on higher expenses.

By Mason Braswell
NEWS PRACTICE MANAGEMENT JUN 03, 2014
The three levels of community involvement and how they can pay off

Involvement with nonprofits can adds great value to your firm and reward you personally.

By Scott T. Hanson
NEWS EQUITIES JUN 03, 2014
Look beyond the noise to economic growth

Investors will need to see continued improvement in economic data to be encouraged to extend their investment horizons and assume greater risk exposure, Nuveen's chief equity strategist Robert C. Doll says.

By Robert C. Doll
NEWS FINTECH JUN 03, 2014
LPL upgrades mobile application

Adviser feedback results in improvements to the app, including secure messaging.

By Joyce Hanson
The most regrettable Social Security decision
NEWS RETIREMENT PLANNING JUN 02, 2014
The most regrettable Social Security decision

For a married couple, the right Social Security claiming decision can increase lifetime benefits by $100,000 or more.

By Mary Beth Franklin
NEWS RETIREMENT PLANNING JUN 02, 2014
The power and limits of positive thinking

A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think. But negative thoughts and emotions have their place, too, and can aid in solving certain kinds of problems.

By Kol Birke, CFP®
NEWS RETIREMENT PLANNING JUN 02, 2014
New admission secrets of top colleges

Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.

By Troy Onink
NEWS RETIREMENT PLANNING JUN 02, 2014
What financial advisers really think about retirement

A new <InvestmentNews</i> survey finds that while advisers are still cautious, confidence in their clients' retirement is strong

By CODONNELL