Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?
This offer affects more than 30 types of variable annuity contracts issued by the insurer
Tuesday's <i>Breakfast with Benjamin</i> features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.
Run-up of DIAs in recent years points to a new retirement income stream for clients. <b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150222/ANNUITIES2015" target="_blank">Our full special report on annuity strategies</a>)</b></i>
<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.
Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.
Financial advisers can help clients take early steps to plan for the progressive disease.
The insurer will be the first non-bank to argue that its failure would not pose a threat to the financial system.
<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.
As new annuities gain in popularity, broker-dealers are getting reps up to speed on using them as part of a comprehensive retirement income plan.
21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential
Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.
As many as 800,000 taxpayers received tax documents with erroneous information.
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
Guaranteed lifetime withdrawal benefits are back
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.
The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz
