After strong growth in 2010 and 2011, VA sales are expected to slow as products become less attractive, guaranteed-withdrawal percentages slide and fees continue to skyrocket.
Insurer turns focus to tax deferral, alt investments and fee-based advisers
... people are very surprised, considering the firm's' been defunct since 1993. But now, a group of former Hutton managers have bought the rights to the E.F. Hutton name -- and plan to resurrect the storied brokerage.
POTUS investing in low-rate Treasuries rather than paying down mortgage; 'got it backwards'
Dear slams 15% rate for PE firms, citing its 'gross unfairness'
Even with much higher rates, Bain had little trouble attracting capital
Focus Financial Partners has landed one of its biggest RIA firms yet with the addition of LVW Advisors, a move that also signals the wind-down of the institutional investment management consulting unit at Convergent Wealth Advisors LLC
M&A activity in the investment advice business is most definitely hotting up. In the lastest example, large RIA firm Colony Group has been acquired by Focus Financial. In case you're counting, that's the fourth deal this year for Focus.
A same-sex marriage law that took effect July 24 in New York doesn't mean those couples can count on the same tax treatment that heterosexual unions receive, a discrepancy that some lawmakers and companies are seeking to mitigate.
The legalization of same-sex marriage last month in New York already is sending gay and lesbian couples to their financial planners for advice.
Moving from Wells Fargo's Financial Services Group to indie B-D
