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GOP Senate win gives it the clout to change Obamacare
With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.
Who’s spending what on political candidates?
With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.
Treasury, IRS OK annuities in 401(k) target date funds
Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.
Wrangling clients’ health care costs in retirement
Advisers are turning to various services to estimate the unknowable in retirement
New rules for annuities and target date funds inspire products race
Firms are at the drawing board designing retirement products, thanks to new guidance issued last week by the Treasury and Labor departments
Hartford Financial Services Group names a new CEO
Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.
The regulatory hits keep coming for LPL Financial
The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients
Now that annuities are OK in retirement plans, what strategy is best?
Morningstar researcher suggests 30% allocation to annuities - and more equities.
ETF investors bail on the financial sector
Breakfast with Benjamin:Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
How Social Security annual increases are calculated
COLA formula was established by law in 1972.
Savings targets for retirement health care costs fall in 2014
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
Former Pimco parent Pacific Life moves accounts to Janus
Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.
Two big developments in retirement planning grab advisers’ attention
Social Security and annuities make news, LPL's regulatory headaches continue, and the rest of this week's must-read stories for advisers.
Allianz joins Wells Fargo’s new indexed annuity platform
Insurer brings its Essential Income 7 indexed annuity, Essential Income Benefit feature, to the platform.
Indexed universal life insurance faces fresh scrutiny
Regulators homing in on whether insurers are presenting a picture of performance that's too rosy.
Wells Fargo pushes insurers to lower commissions on indexed annuities
Debut of its new offerings follows an industrywide surge in popularity for the products.
How gay couples can act on Social Security benefits now
Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
How will annuity clients react to Pimco news?
Clients invested in variable annuities tied to the subaccount version of the Pimco Total Return Fund may move their funds.
AIG promotes Peter Hancock to CEO, replacing Benmosche
After paying off $182.3 billion bailout, insurer focused on property-casualty coverage, life insurance and retirement.
