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DOL hearing parses intersection of ‘best interest’ and annuity sales
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
Young Americans not yet saving for retirement, they have other priorities for their dollars
Edward Jones shares insights from financial advisors about young adult clients.
Industry opponents call on DOL to withdraw retirement advice proposal
On day one of public hearing, critics argue potential new measure will alienate some clients and is 'overbroad, unnecessary and inconsistent.'
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation.
Many clients carrying ‘money trauma’ into their future
Report finds 79% of Americans have created a budget and are aggregating accounts in wake of inflation.
Captrust picks up $1.1B RIA Trutina Financial
The firm has added about $14 billion in assets this year through eight acquisitions.
Individual annuity sales to surpass $300B annually, says Limra
Sales will escalate in 2024 and 2025 according to a new forecast.
Most people value a financial advisor; the challenge is signing them up
Allianz study reveals substantial gap between aspiration and action.
Planning ethos shaped by grandfather’s health crisis
'Once you enter the distribution phase of retirement, the strategy changes,' Troy Sharpe says. 'It's about understanding the impact of today's decisions on future security.'
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Millennials more retirement ready than boomers, study finds
Three investment options that weren't available to boomers are working to millennials' advantage.
Social Security in 2024 and beyond
Benefits will be higher next year, but long-term financial concerns persist.
White House, others question annuity safeguards
Once again, annuities are at the heart of a debate over retirement savings and investor protection. The DOL says state oversight of sales of the products isn’t strong enough.
IBM’s pension idea and the future of retirement plans
The unusual addition of a cash balance plan could benefit the company and, observers say, workers.
Holiday gift tax planning for IRAs
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
Employers say employees are ready for retirement but employees disagree
37% of participants 50 and over say they will retire later than expected.
After Dave Ramsey unleashes on 4% rule, advisors unleash on him
Prospects who are fans of the radio host can be turned off by criticisms of his guidance, so it can pay to be diplomatic in critiquing his 8% rule.
How having kids can make clients richer
Raising children is fulfilling in its own right, but it can also lead to improved financial behaviors.
Are retirees’ nonworking assets dragging them down?
It's important for retirees to consider downsizing their home or selling the unused vacation home to streamline their financial life and shed assets that cost money to maintain.
Before the ball drops on 2023: Advisors’ year-end checklist
Before kissing 2023 goodbye, advisors had better check a few things off their to-do lists.
