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Money-market debit cards for clients? Franklin CEO on the future of advice
Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum
No escaping IRMAAs by switching to Medicare Advantage
High-income surcharges apply regardless of how clients receive Medicare coverage
Third-quarter annuity sales higher than in Q2, but below 2019 levels
VA sales drop 10% in Q3, while fixed annuity sales increase 11%
Bipartisan retirement bill would increase RMD age to 75
The measure would build on the SECURE Act, but its legislative path is uncertain
AIG to split off life insurance and retirement unit, names new CEO
Peter Zaffino, currently the company's president, will succeed current CEO Brian Duperreault March 1
Fiduciary insurance costs soar amid new 401(k) litigation
It is arguably a scary time to be a retirement plan sponsor, and many might forgo liability coverage
Fidelity on pace to dominate HSA business
Since 2016, Fidelity’s market share more than doubled, according to a recent Morningstar report
Addressing women’s longevity gap
Advisers can help couples prepare today for survivorship and health care costs
401(k) plans should allow cross selling: Report
Hearts & Wallets report finds participants want advice that their employer-sponsored plans simply can't provide
Savings in DC plans increase, but outcomes remain ‘bleak’
Only the top 40% of near-retirement 401(k) participants by income have enough saved for retirement
Low-cost VA for RIAs introduced by RetireOne and Protective
The variable annuity product has mortality and expense fees of 30 basis points
In-plan retirement income slow to arrive
Figuring out how defined-contribution plans can provide a guaranteed stream of income requires all hands on deck
Medicare 2021 open enrollment begins Oct. 15
Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year
Another financial pro fired after racist insult
Prudential cuts rep after he allegedly tells a Korean-American social media star to "go back to Wuhan" at a California restaurant
Employers, workers want much more than 401(k)s from RPAs
Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found
PE to fuel insurance industry M&A: Report
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
Renewed emphasis on health care planning coming, says Cerulli
The HSA business is set to evolve as financial wellness programs proliferate
Obama-era fiduciary rule cut sales of expensive annuities: Study
Even though a federal appeals court vacated the measure in 2018, its impact lives on
80% of older workers financially illiterate: Survey
The results show retirement will be an uncertain time for many, according to The American College of Financial Services
Retirement advisory firms must adapt or face attrition
National aggregators are forcing independents to act
