Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.
Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.
The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
LPL has been picking up steam in working as a back-office platform for banks, credit unions and insurance companies.
A case against an advisor and insurance agent over his failure to disclose commissions could have wider consequences.
The acquisition brings Cetera nearly $50 billion in client assets and more than 91% of Securian’s advisors.
Allianz SE's insurance business earnings offset weakness for asset management which includes Allianz Global Investors.
Few 401(k) plans have such features, but product providers expect that to change.
Survey reveals how people believe they will cope in their senior years, and the gaps that exist.
Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
Total sales are up 28% in the first half, with RILAs and fixed annuities rising, according to Limra.
Considering a range of scenarios and having different buckets of assets is helpful, advisors say.
Financial advisors nationwide are taking calls from clients asking about what they should have in place prior to international travel.
Keeping retirees in the plan helps both participants and sponsors save on costs, but many 401(k)s are lacking income options.
If advisors receive $2,500 or less in commissions and donate the proceeds to charity, they can join the fee-only organization.
For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.
Clients can explore savings strategies and financial products with higher risk-free returns and alternative fixed-income investments.
In the absence of proper estate planning, there's a risk that LGBTQ individuals' intentions may not be respected.
What’s behind the surge in popularity among fixed indexed annuities? Their aim to help protect principal and achieve predictable returns is part of the story—and layering in a custom index can be a smart part of that strategy.
