Morningstar Inc. has updated its quarterly ranking of large target date fund groups, raising its rating on TIAA-CREF and MassMutual Retirement Services, while lowering its rating on Fidelity Investments
Insurance brokers don't have to disclose incentive arrangements with insurers that were entered into before New York state's disclosure regulation took effect Jan. 1, the New York Court of Appeals has ruled
Advisers have mixed feelings about volatility dampener; 'really restrictive'
Western & Southern Financial Group Inc.'s decision to base its variable annuity investment options on exchange-traded funds is a positive for the insurer, allowing it to better manage market risk tied to the products, according to Moody's Investors Service
SEC claims that Provident Capital made false statements about its ability to cover its bond obligations
IRI report is pre-emptive strike against possible tax change
Higher interest rates are likely to result in insurers' sweetening their fixed-indexed-annuity offerings this year as they try to catch a wave of renewed investor interest
Corporate-owned life insurance is on the chopping block as President Barack Obama releases his 2012 budget
Lawsuit claims insurer profited mightily off retained-asset accounts; lump-sum payment or not?
Growth on protected value cut back; company cites low interest rates
Genworth Financial Inc.is exiting the variable annuities market.
Bring on the fiduciary standard. In a recent InvestmentNews survey of almost 600 advisers, registered reps, financial planners, insurance agents and others, 69.2% said that they agree with the SEC's staff recommendation that any financial professional giving personalized investment advice be deemed a fiduciary
Three independent broker-dealers are suing their respective insurance carriers for failing to cover investors' legal claims, with one charging that its insurer has exposed it to “financial ruin”
Company says O shares won't have front-end load, making them cheaper than other contracts; will likely discourage exchanges
A new health insurance tax credit could hit some small financial advisory firms in their sweet spot — but only if they fit a specific profile
Carrier rejiggers pricing and products due to low interest rates; 'small window' for rivals
Warren Buffett, who amassed the world's third-biggest personal fortune through decades of stock picks and takeovers, told CNBC his worst investment was the textile mill that gave its name to Berkshire Hathaway Inc.
President's budget would end break on corporate-owned insurance; dividends-received reduction also targeted
Prudential once again has pulled back on the living benefits in one of its most popular variable annuities
Genworth Financial Inc.'s decision to leave the variable annuities business could herald more departures by other peripheral players this year.
