Are you helping clients with the four key transitions in retirement?
Jackson National and Lincoln Financial, among the largest VA providers, recently announced distribution partnerships set to kick in next year.
Learn how and why one advisor decided to make the move to independence, and how his business fared.
With rising health-care costs threatening to derail carefully constructed retirement plans, advisers should ensure clients successfully navigate the process of signing up for Medicare to avoid stiff penalties.
Some clients may not even realize they're supposed to enroll.
Here's what advisers should be reviewing with their clients each year between ages 62 and 70.
New top tier added for ultra-high-income retirees next year.
Finra said the firm failed to mandate and enforce its own written supervisory procedures, resulting in the unsuitable sale of L-share variable annuities tied to long-term riders.
Six Cetera broker-dealers allege the insurer will be breaching its contractual obligations by withholding millions of dollars in trail commissions from their brokers.
The personnel changes come weeks after the insurer's controversial decision to stop paying trail commissions on some annuities.
And none of them have anything to do with the death of the DOL rule
There's a risk advisers could see quality of care suffer for their clients in these sorts of deals.
This is the first known arbitration filed against the insurer for its decision on variable annuity commissions.
Medicare doesn't cover medical costs outside the U.S.
Jurisdiction is shared between the SEC, Finra and state insurance commissioners. Will any of them step in?
A look back at 20 events that rocked financial advisers and their clients, and helped shape our profession.
USAA will continue to operate as an insurance brokerage and banking business<a href="https://www.investmentnews.com/article/20170930/FREE/170939998/armed-forces-personnel-need-the-help-of-financial-advisers" style="color:#b10816" target="_blank">​ </a>serving military families.
The lawsuit comes days after an LPL broker filed a similar legal complaint.
While the new majority is unlikely to block the SEC advice rule, retirement income advocates forecast momentum for annuities legislation.
Lance Browning is trying to stop the insurer from terminating annuity trail commissions on behalf of thousands of other brokers.
