Friday's <i>Breakfast with Benjamin</i> menu also includes: There's always John Bogle ... or not; how much insider trading is now legal, about that spike in gold and the battle between oil and stocks is about to turn.
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
Hype around aligning money with values can trip up wealthy families.
Start your week with <i>Breakfast with Benjamin</i>, featuring serious speculation about how bad oil prices might get. Plus: Russian equities take a direct hit, gold prices tank on a Swiss no-vote, and using Cyber Monday to satisfy your inner foodie.
Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? <i>(Don't miss: <a href="http://www.investmentnews.com/gallery/20141121/FREE/112109999/PH" target="_blank">Top sellers of individual annuities</a>)</i>
Answering the question: What practice-oriented features affect firm performance most?
Consultancy says fund houses must pivot to independent advisers and new products to drive growth.
With Congress adjourned, rejected bills, such as one facilitating insurance agents' ability to practice in multiple states that was blocked by Sen. Tom Coburn, will need to be reintroduced next year.
December to January offers a great window of time to optimize your financial decisions for low taxes.
For advisers who want to expand their firms by reaching out to the next generation of investors – those in their 20s, 30s or 40s – long-term and cross-generational financial vehicles such as fee-only life insurance and no-load annuities offered to clients of RIAs through Ameritas Advisor Services should be considered as a central part of the effort.
Falling oil prices, accelerating economic growth to provide fuel for further gains.
Advisers willing to wait to get into the carrier's VAs and if history is any guide, first quarter sales will jump.
Berthel Fisher among firms that have lifted suspension, but others housing 29,000 advisers confirm they haven't.
Senate OKs legislation to make it easier for insurance agents to become licensed to sell insurance in multiple states.
Firm now focused on hiring advisers from larger companies, even wirehouses, as it shifts away from acquisitions.
Proposal would hike investment taxes — and impose a transaction fee — but cut taxes for households under $200,000 income.
The case study of a family with complicated needs in the wake of a big sale
Nontraded energy BDC provides funds for exploration and drilling.
Failing to supervise research analysts and their handling of material non-public information at issue, Finra says.
