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Guaranteed income tops boomers' retirement wish list

April 9, 2018

Monthly guaranteed income is the most important single trait that aging baby boomers look for in a retirement investment, ranked No. 1 or No. 2 by 41% of participants in the latest annual survey of retirement expectations and preparedness conducted...

Finra institutes disciplinary proceedings against broker over alleged improper variable annuity sales

April 3, 2018

The Financial Industry Regulatory Authority Inc. has instituted disciplinary proceedings against Frederick David Holloway, the owner of Holloway & Associates Inc., to disgorge alleged ill-gotten gains from recommendations he made to clients...

New rules for a 21st century retirement

April 2, 2018

A 21st century retirement needs a new set of rules to provide financial and emotional security for a post-career period that can last 30 years or more. "Rewirement: Rewiring the Way Your Think About Retirement," a new book by professor Jamie...

Have variable annuities sales hit rock bottom?

March 31, 2018

Sales of variable annuities are in the tank. Product sales have slid for the past six consecutive years, and 2017 sales (roughly $96 billion) were the lowest in two decades.​ Will variable annuities recover from the slump, or has their heyday...

Are annuities finally getting some respect?

March 31, 2018

For years, financial advisers have had a love-hate relationship with annuities. The financial products, which offer a guaranteed stream of income, have long been maligned by some financial advisers and the broader public as being costly, confusing...

Retirement-savings bill draws broad support, optimism for passage this year

March 30, 2018

Supporters of legislation designed to increase retirement savings are hopeful the measure will be approved by Congress later this year, despite being left out of a recent spending bill. The Retirement Enhancement and Savings Act of 2018 was...

DOL proposal on association health plans could help advisers

March 28, 2018

Traditionally, one of the most significant obstacles many small business owners face is finding quality, affordable healthcare solutions for themselves and their employees. This includes countless Financial Services Institute members. Recently,...

DOL fiduciary rule lawsuit withdrawn by fixed annuities group in DC federal court

March 26, 2018

The National Association of Fixed Annuities withdrew its lawsuit late last Friday against the Labor Department's fiduciary rule that was pending in the D.C. Circuit Court of Appeals. NAFA said the recent decision by the 5th Circuit Court of...

Here's how the top indexed, variable annuity sellers did last year

March 22, 2018

Indexed annuities' decade-long joy ride came to an end last year. The products saw their first year-over-year sales decline since 2007, dipping 5.4% to $57.6 billion, according to the LIMRA Secure Retirement Institute. Eleven of the top 15 insurance...

DOL fiduciary rule: 5th Circuit decision could be big win for indexed annuities

March 21, 2018

Indexed annuities — and the intermediaries that sell them — appear to be the biggest benefactors of an appellate court's decision last week to vacate the Department of Labor fiduciary rule. While observers are divided on the ruling's implications,...

Appeals court upholds DOL fiduciary rule in case involving fixed indexed annuities

March 13, 2018

A federal appeals court upheld the Labor Department's fiduciary rule in a decision issued on Tuesday. The 10th Circuit Court of Appeals ruled in favor of a Kansas district court that granted summary judgment to the DOL in a lawsuit filed by...

Pacific Life swims against the tide in the indexed annuity market

March 9, 2018

Pacific Life Insurance Co. is an outlier among the scores of companies selling indexed annuities. Of the roughly 60 companies that manufacture these annuities, Pacific Life is unique in that it guarantees the maximum interest rate on its products...

SEC reaches $3.6 million settlement with Voya over securities lending

March 8, 2018

The Securities and Exchange Commission on Thursday announced a $3.6 million settlement with investment adviser subsidiaries of Voya Holdings Inc. for a securities lending practice that harmed mutual fund investors. In its order, the SEC alleged...

These 3 things may be keeping your clients up at night

March 5, 2018

What advisers do best is help their clients with the uncertainties of their financial lives. This year has already brought more unpredictability to the table, and many Americans are wondering if they need to reassess their financial plans. Here...

Pension risk transfers swelled nearly 70% in 2017

March 2, 2018

Employers offloaded pension liabilities at nearly record levels in 2017, a reflection of the fact that pension plans have become more costly to keep on the books, longevity has increased and 401(k) plans have grown more popular. Rising interest...

Massachusetts finds MetLife 'missing' pensioners, Galvin says

March 1, 2018

The Massachusetts securities regulator has found hundreds of retirees in the state who are owed pension payments by MetLife and whom the insurer said it had been unable to locate. MetLife provided the names to Secretary of the Commonwealth William...

Startup offers annuities online on a subscription plan

March 1, 2018

Matt Carey studied Arabic at the University of Pennsylvania, preparing for what he hoped would be a career at the Central Intelligence Agency. Eleven years later, he's pitching annuity contracts. He's actually happy about that. A summer job...

Even the strongest retirement plans can be derailed by health care costs

February 26, 2018

Rising health care costs have long been the bane of working Americans, but most people don't give enough thought to how escalating health care costs in retirement can derail even the most solid financial plan. "While the exact cost varies for...

Bond dilemma requires new thinking

February 22, 2018

The case for bonds in investment portfolios has traditionally been compelling. With higher certainty of returns at lower volatility, they have been the stable cornerstone of portfolios, particularly over the last three decades, as bond prices...

IRI seeks Republican support for bill to expand auto-401(k) plans

February 22, 2018

Congressional efforts to expand workplace saving programs have been missing a key element for a Republican-majority Capitol Hill — backing from the GOP. The Insured Retirement Institute, a trade association representing the annuity industry,...

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