VA clients are less likely to surrender their variable annuities, as living benefits retain high value
Letter sent to industry groups gave some one day to provide requested information; short notice
Also believe it's Uncle Sam's job to protect investors from fraud
Insurer mulling raising fees and cutting benefits on popular product; low interest rates to blame
Supreme court considers request for Social Security survivor benefits for twins born 18 months after father's death.
AUM down in 2011, but production up; 'focusing more on their larger accounts'
Employers are worried. They had expected that many of their retirement-age employees would have retired by now, but those graying boomers aren't budging.
Sen. Harry Reid strips controversial plan contained in highway bill; 2,000 letters sent
In case you missed <a href=http://www.investmentnews.com/article/20120212/REG/302129979>my last column</a> in the print edition of InvestmentNews on February 13, 2012, I wrote about one of the latest buzz words in retirement income planning: longevity insurance.
Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.
Income inequality up 18% since 1967; rose the most during Reagan era
iShares S&P National AMT-Free Bond Fund records largest loss since 2008; 'extremely overvalued'
S&P lowers outlook on tax-exempt bonds that financed construction of Citi Field; off-field drama could sap attendance
Sales of insurance — as well as investment products — tends to attract more profitable customers; big edge in trust over brokerages
Advisers need to do a better job of helping clients save, says consumer finance expert
