Displaying 3283 results
Northwestern Mutual agrees to settle annuities suit for $84 million: report
About 30,000 current and former annuity owners claim company failed to pay proper dividends on contracts sold 30 years ago.
Bigger & Better
Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?
Transamerica offers legacy variable annuity clients a buyout
This offer affects more than 30 types of variable annuity contracts issued by the insurer
Financial adviser sentenced to 51 months for ripping off elderly clients
Tuesday's Breakfast with Benjamin features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.
Deferred-income annuities grab spotlight from traditional variable annuities
Run-up of DIAs in recent years points to a new retirement income stream for clients. (Plus: Our full special report on annuity strategies)
When is a good time to convert to a Roth IRA?
Breakfast with Benjamin: When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.
Genworth Financial struggling under the weight of long-term care costs
Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.
Oscars shine light on Alzheimer’s costs
Financial advisers can help clients take early steps to plan for the progressive disease.
MetLife plans to sue to overturn Dodd-Frank systemic-risk label
The insurer will be the first non-bank to argue that its failure would not pose a threat to the financial system.
Is OPEC about to flinch and cut oil production?
Breakfast with Benjamin: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.
Raft of new annuity products has broker-dealers scrambling to train reps
As new annuities gain in popularity, broker-dealers are getting reps up to speed on using them as part of a comprehensive retirement income plan.
Early onset Alzheimer’s: When plans are upended
Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services…
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential
Getting smarter investors to move beyond an “offense-only” approach
Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.
The leading variable annuities with living benefits
Carrier Benefit 65 Year old with a 10 year waiting period (first withdrawal at age 75) Roll-Up info…
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
As many as 800,000 taxpayers received tax documents with erroneous information.
When to disenroll from Medicare
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
MetLife gets back in the variable-annuity-with-living-benefits game
Guaranteed lifetime withdrawal benefits are back
The art and science of longevity
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
Taxes might not be the main reason U.S. companies are relocating overseas
Breakfast with Benjamin: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.
