Displaying 3276 results
Bond dilemma requires new thinking
Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.
DOL fiduciary rule continues to take toll on annuity sales
Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.
Growth in Health Savings Accounts may have stalled, says EBRI
Many accounts are unfunded and not receiving contributions, group finds.
Indexed annuities’ performance may not be what you expect
Advisers should position the products more like fixed income than equities.
New tax law could increase pension risk transfers
Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.
Life insurance ‘advice’ in an era of fake news
Advisers who have clients' best interests at heart should insist upon the disclosure of actual internal policy costs and performance.
Buffer annuities grow in popularity
The products, also known as structured or variable-indexed annuities, have gained market share, and more insurers are rolling them out.
GE’s long-term-care insurance woes are symptomatic of ailing industry
Traditional LTC insurers continue to be dogged by miscalculations on old policies.
Minnesota rep barred for no-show over VA trades
Finra was investigating Brett Ashy for unauthorized transaction.
The verdict is in on standing desks
You burn more calories standing than sitting — but not that many.
Prudential pivots toward indexed annuities
Other big VA carriers such as AIG and Nationwide have already seen success in the indexed annuity market.
New York lobbies for nationwide ‘best-interest’ standard for life insurance sales
Such a rule would mark a big shift in the way life insurance is currently regulated by the states.
How new leadership at DOL could address retirement rules
The incoming head of the Employee Benefits Security Administration may pursue new regulations around 401(k) issues such as annuities.
New tool helps advisers estimate health care costs
Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.
State fiduciary rules may be reckoning for life insurance industry
Unlike DOL fiduciary rule, New York's best-interest rule covers life insurance sales and could be a harbinger for other states
Beware: Medicare surcharges can change throughout year based on latest tax return
This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
Technology is streamlining the process of issuing life insurance policies
A digital transformation is taking root in the industry, and it's benefiting clients and advisers alike.
Growth of HSAs opens new market for financial advisers
Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.
Morgan Stanley and adviser win lawsuit over annuity distribution
The judge said the adviser erred in recommending a lump-sum distribution, but barred plaintiffs from recovery because they were also negligent.
January surprise of vanishing Social Security COLA
Blame smaller-than-expected benefits on higher Medicare premiums.
