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Medicare do-over season
Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.
ESG fund asset managers need to provide clarity for investors
Given the disconnect between what ESG investors expect and what some ESG funds are actually investing in, it's time for some serious reputation risk management.
Pacific Life to pay $3 million for doing unlicensed business
New York says insurer improperly engaged in pension risk transfer business.
Washington state to delay assessing long-term care premiums
Gov. Jay Inslee says legislators need time to refine the program, the Washington Cares Fund.
How different are retirement portfolios built by investors, advisers?
Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.
Insurance network for RIAs says MYGA is the future for annuity sales
DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.
First client for State Street’s target-date and annuity feature is a $35B plan group
State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.
Kentucky, Mississippi latest states to adopt annuity best interest rule
In a recent speech, SEC Commissioner Allison Herren Lee pointed out how the annuity rule differs from Reg BI on mitigating conflicts of interest.
Fidelity rolls out product allowing 401(k) participants to buy annuities
Guaranteed Income Direct is integrated into Fidelity’s employee benefits portal and offers workers immediate income annuities at institutional pricing from the insurance company of their choice.
New legislation targets registered index-linked annuities
Developing a tailored regulatory filing form for RILAs could help investors better understand the product. The proposal has the backing of the insurance industry and investor advocates.
Lawsuit seeks to head off WA Cares insurance program
Opponents of Washington's long-term care insurance program are claiming that it violates a handful of laws.
Future challenges for the advice business
Seven industry notables offer their views on what the financial advice business will look like in coming years.
People keep buying annuities at a rapid pace
Sales dipped slightly during the third quarter compared with the second, a report finds, but the year is still on pace to be the biggest since 2008.
Nationwide, Capital Group create target-date with annuity
The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.
Insurance products are morphing into securities
Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.
Halo Investing raises $100 million
The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.
Fidelity’s HSA business grew 50% in a year
The biggest players are getting bigger, with the top four increasing their share of the health savings account market from 56% to 60%, according to a recent report by Morningstar Inc.
Jackson National introduces index-linked annuities
The insurance provider has created versions of the new product for commission-based and fee-based advisers.
BlackRock lands clients for its 401(k) annuity product
The retirement plan sponsors that have signed on for the new service, which mixes target-date funds and annuities, collectively represent more than $7.5 billion in plan assets.
Annuity targeting RIAs applies living benefit to separate fund, ETF portfolios
RetireOne's contingent deferred annuity for the registered investment adviser market includes about 200 mutual funds, ETFs and model portfolios.
