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DOL fiduciary rule driving fundamental shift in variable annuity market
A dramatic shift in the market share of IRA-sold versus non-qualified variable annuities is starting to play out.
Retiree health care costs up 6%, new study finds
A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.
Despite misleading ads, annuities can be critical for lifetime income planning
Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.
Thrivent Financial quietly expands beyond Christians
From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'
Allstate sues Ameriprise for allegedly stealing client information
According to the lawsuit, agents being recruited away have been encouraged to create contact lists and download data on flash drives to later solicit clients.
Manulife cites ‘challenging’ businesses amid spinoff talk
The company may seek to exit its John Hancock unit in the U.S.
DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay
Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.
How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule
The approach leverages relationships with property and casualty insurance brokers.
Good health is key to retirement security
Incorporating health-care costs into retirement plans can boost an adviser's value.
Financial trade groups to DOL: Advisers dumping small accounts
As the comment-letter deadline for the Labor Department's fiduciary rule hits, industry organizations warn of orphaned accounts.
Health care reform could affect muni bonds
How might proposed health care reform affect municipal bond credit quality? James Dearborn explains.
Consumer and insurance groups disagree on advice standard for annuity sales
Consumer groups and American Council of Life Insurers square off over how stringent the investment advice standard should be.
SEC charges four former reps with fraud for VA sales targeting federal employees
Brokers implied government affiliation or approval, says enforcement action
Filling in the protection gap for high-income earning physicians
Many doctors find a serious gap between the benefits of traditional disability and the replacement of their true income.
DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents
Principal has communicated that independent agents must change their business models to keep receiving compensation.
Indie BD managing $520 million becomes OSJ
HBW Securities in Simi Valley, California, takes 55 reps to Cetera
Manulife weighs a John Hancock IPO or spin-off
Persistently low interest rates have hammered insurance company profitability.
GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
Health-insurance reform uncertainty hampers advisers’ ability to counsel to clients
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
5 ways to ensure an HSA isn’t subject to ERISA
Employers can avoid headaches by not exercising control over the health savings account process.
