A so-called summary prospectus would provide information about the risks, costs and benefits of the complicated products in a streamlined manner.
Report shows an opportunity for advisers with this expertise.
More gay couples than ever will have access to Medicare benefits, but certain rules apply.
Using an anecdote critical of VAs, Thomas Perez says most people are better served by simple investments.
<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'
On today's <i>Breakfast with Benjamin</i>, the market's reaction to a repeal of Obamacare might not be pretty. Plus: Financial advisers take on defined contribution plans, cheap oil uncovers driller debt burdens, and Kraft Foods gets (Cadbury Crème) Egg on its face.
Natixis launching 'retirement spending account' through advisers; other companies expected to follow with me-too products.
<i>Breakfast with Benjamin</i>: A weakening China will show the world how much it is really hooked on the Chinese economy.
<i>Breakfast with Benjamin</i>: The firm files suit against the Financial Stability Oversight Council, charging them with acting as 'judge, jury and executioner.'
Sudden volatility could create short-term buying opportunity.
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare
Bill that would help agents practice in multiple states moves to president's desk.
<i>Breakfast with Benjamin</i>: The real reason the Fed is sitting on its hands boils down to a lousy employment market.
Deal with insurance marketer Producers Choice is expected to give the broker-dealer greater control over the way annuities are wholesaled to its advisers.
Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement
With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.
Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.
Insurer charged after agency found it deliberately delayed receipt of variable annuities and life insurance orders, resulting in a failure to price them in a timely manner.
Demand will shift from retirement income to housing and care issues.
Pair sold $4.3 million of Investments fraudulently marketed as "safe as CDs" and "federally insured," regulator says in suit.
