Life Insurance And Annuities

Displaying 3387 results
Obama-era fiduciary rule cut sales of expensive annuities: Study
LIFE INSURANCE AND ANNUITIES SEP 15, 2020
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

By Mark Schoeff Jr.
80% of older workers financially illiterate: Survey
RETIREMENT PLANNING SEP 15, 2020
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

By Emile Hallez
Retirement advisory firms must adapt or face attrition
OPINION SEP 15, 2020
Retirement advisory firms must adapt or face attrition

National aggregators are forcing independents to act

By Dick Darian
401(k)s were considering annuities -- then COVID-19 hit
RETIREMENT PLANNING SEP 10, 2020
401(k)s were considering annuities -- then COVID-19 hit

The pandemic has shifted plan sponsors' priorities, according to a survey from T. Rowe Price

By Emile Hallez
People of color feel ready for retirement but may not be, study finds
RETIREMENT PLANNING SEP 09, 2020
People of color feel ready for retirement but may not be, study finds

Allianz says their potential misinterpretation of the situation may put retirement at risk

By InvestmentNews
MassMutual 401(k) deal wins Empower valuable clients
RETIREMENT PLANNING SEP 08, 2020
MassMutual 401(k) deal wins Empower valuable clients

Empower will also get its foot in the door with one big broker-dealer

By Emile Hallez
Hybrid adviser managing $150 million joins LPL from MML
INDEPENDENT BROKER DEALERS SEP 08, 2020
Hybrid adviser managing $150 million joins LPL from MML

Forrest Williams Jr. of The Opus Group of Virginia spent 27 years at MML

By InvestmentNews
Why ROI is the wrong metric for guaranteed income
OPINION SEP 03, 2020
Why ROI is the wrong metric for guaranteed income

Comparing annuities to traditional assets and focusing on rates of return undermines the value they provide

By Philip E. Caminiti
Just say no to annuities, one-third of RIAs say: Survey
RIA NEWS SEP 02, 2020
Just say no to annuities, one-third of RIAs say: Survey

More advisers are becoming open to the products, but many still don't like their costs, complexity and lack of liquidity

By Emile Hallez
Finra sanctions two Wells Fargo B-Ds for failure to supervise VA switches
LIFE INSURANCE AND ANNUITIES SEP 02, 2020
Finra sanctions two Wells Fargo B-Ds for failure to supervise VA switches

Firms will pay $1.4 million in restitution to about 100 clients and fines of $675,000

By InvestmentNews
Health savings account assets now top $73.5 billion
RETIREMENT PLANNING SEP 01, 2020
Health savings account assets now top $73.5 billion

The number of accounts has grown to more than 29 million in the past year

By InvestmentNews
Envestnet launches annuities on MoneyGuide platform
FINTECH AUG 31, 2020
Envestnet launches annuities on MoneyGuide platform

MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face

By Nicole Casperson
In a bad year for annuities, these products are selling best
RETIREMENT PLANNING AUG 27, 2020
In a bad year for annuities, these products are selling best

Some types of annuities are getting a lot of attention even though sales are down overall

By Emile Hallez
Helping clients navigate the fixed-income storm
OPINION AUG 26, 2020
Helping clients navigate the fixed-income storm

With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged

By John Kennedy
Clients are tapping HSAs amid COVID-19
RETIREMENT PLANNING AUG 25, 2020
Clients are tapping HSAs amid COVID-19

The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers

By Emile Hallez
Looking for uncorrelated returns? Consider reinsurance
OPINION AUG 25, 2020
Looking for uncorrelated returns? Consider reinsurance

The market for insurance-linked securities totals close to $100 billion and has expanded beyond catastrophe bonds to include collateralized reinsurance contracts

By Frank A. Burke
Advisers can shine a light on the darkness of 2020
OPINION AUG 23, 2020
Advisers can shine a light on the darkness of 2020

Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings

By InvestmentNews
Phony Philly adviser latest snagged for unregistered securities
OPINION AUG 21, 2020
Phony Philly adviser latest snagged for unregistered securities

Dean Vagnozzi sold millions in unregistered securities to clients who weren't wealthy enough to buy them. Why did the SEC take so long to drop the hammer on him?

By Bruce Kelly
One PEP for all clients: Retirement Income Summit day four
RETIREMENT PLANNING AUG 18, 2020
One PEP for all clients: Retirement Income Summit day four

The Secure Act provides numerous opportunities for advisers, and annuities are part of that, panelists said

By Emile Hallez
DOL rule requires lifetime income estimates on retirement plan statements
RETIREMENT PLANNING AUG 18, 2020
DOL rule requires lifetime income estimates on retirement plan statements

The regulation would implement a SECURE Act provision intended to help savers assess their nest eggs

By Mark Schoeff Jr.