Results for "insurance"

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Texas 403(b) law causes adviser concern over investor protection

August 8, 2019

A Texas law taking effect next month is causing concern among some retirement plan advisers who are worried that the legislature has weakened investor protection for public schoolteachers in the state. The law — HB 2820, sponsored by Rep....

New York best interest rule for annuity, life insurance sales upheld by state court

August 5, 2019

The New York State Supreme court upheld a state regulation imposing a tougher standard on agents and brokers selling annuity and life insurance policies, on the eve of the rule taking effect. Acting Supreme Court justice Henry F. Zwack said...

Tech to help advisers plan for more years of healthcare costs in retirement

August 5, 2019

Increasing lifespans mean consumers face more years of medical expenses in retirement. Add in the trends of rising healthcare costs and the burden of payment shifting to consumers from employers, and people need more help than ever managing...

Orion bringing HSA data to portfolio management dashboard

July 30, 2019

Orion Advisor Services is adding health savings account data to its portfolio management software to satisfy a growing adviser appetite to offer clients financial advice on these tax-friendly investment accounts. The fintech company is partnering...

DOL rule enables small businesses to offer retirement plans through trade associations

July 29, 2019

Small employers who belong to the same trade association will be able to band together to offer retirement plans to their employees under a Labor Department rule released Monday. Under the DOL rule, retirement programs could be offered by associations...

Budget agreement leaves SECURE Act by wayside

July 23, 2019

When congressional leaders and President Donald J. Trump reached a budget agreement Monday, they closed it off to additional measures, including a landmark retirement-savings bill that is stalled in the Senate. Backers of the Setting Every Community...

Longevity planning will be a central mission for advisers of the future

July 22, 2019

As people live longer, healthier lives, they will need more help managing their money through retirements — which likely will last longer, too. At a recent roundtable discussion hosted by InvestmentNews on the Future of Financial Advice, many...

Financial advisers shouldn't have to stress over health insurance

July 22, 2019

Many of the headlines concerning America's health insurance woes focus on the fraught status of the Affordable Care Act and the ongoing battle among lawmakers about what to do with it. To be sure, whatever your opinion of the current law, it's...

Don't be unnerved by health-care cost estimates for retirement

July 22, 2019

Retirees face a variety of risks: bear markets, inflation, uncertain lifespan and declining health and the associated costs. Among these, health and health-care costs are the top concern for the majority of retirees, according to a recent T....

Adviser compensation is the challenge with fee-based annuities

July 15, 2019

Fee-based annuities are becoming more popular, but there's a thorny issue that could limit their uptake and negatively affect clients: the question of how an adviser is paid to help manage the annuity. Fee-based annuities are products meant...

Cetera, Allianz and Capital Group partner on retirement income technology

July 10, 2019

Cetera, Allianz and Capital Group are collaborating on a new retirement income tool the companies say will help advisers generate a reliable source of retirement income that lasts the rest of a client's life. The tool, SetIncome, is exclusively...

Why healthy clients need to save more for retirement

July 8, 2019

Here's a counterintuitive thought: Healthy clients are likely to have higher medical costs in retirement than their less-healthy counterparts. Why? Because they are likely to live longer than average, and health-care costs tend to increase at...

Judge rejects Ohio National motion to throw out case involving variable annuity commissions

July 1, 2019

A broker of LPL Financial Inc. has won an important round of legal sparring with Ohio National Life Insurance Co., with a judge ruling that the broker's class-action lawsuit over variable annuity trail commissions should move forward. U.S. magistrate...

MAI acquires insurance-oriented RIA

July 1, 2019

MAI Capital Management, a Cleveland-based RIA managing $5.4 billion, has acquired John D. Dovich & Associates, a Cincinnati-based RIA managing $600 million that specializes in insurance. The acquisition gives MAI a location in Cincinnati and...

Confusion around Medicare enrollment

June 28, 2019

Sifting through my inbox, I've noticed an uptick in questions about when and how to enroll in Medicare. The source of most of the confusion relates to clients who continue to work past age 65. Medicare Part A, which is free to most retirees,...

TIAA exit from life insurance market exposes void for RIAs

June 28, 2019

TIAA's decision to exit the life insurance market by year-end exposes a glaring void, and challenge, for some financial advisers who recommend life insurance to clients. TIAA, advisers said, is one of the few companies that sells no-load life...

Insurers bend rule on indexed universal life with new policy features

June 27, 2019

Insurers appear to be sidestepping a recent rule meant to tamp down on overly rosy projections of returns in indexed universal life insurance policies via new product features, an alarming trend that may deceive or confuse would-be buyers, advisers...

TIAA exits the life insurance business

June 26, 2019

TIAA, one of the largest U.S. life insurers, is exiting the life insurance business, ceasing the manufacture and distribution of its products by the end of the year. The firm's annuity business will continue and be unaffected by the change,...

Some plan sponsors may need a nudge about HSA rollovers

June 15, 2019

The lineup of ways workers can save for retirement has expanded in recent years, with health savings accounts now looked upon as retirement savings vehicles along with 401(k) plans. But a recent survey suggests companies aren't doing a good...

Lessons for those 'graduating' to retirement

June 13, 2019

To those newly retired, I offer my congratulations. Those of us who provide financial guidance to this growing segment of consumers know that this is a critical time and a major transition in the lives of people who have worked hard throughout...

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