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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...

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...

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,...

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...

Betterment offering automated investing and advice for Optum Bank HSA

June 12, 2019

Health savings account customers of Optum Bank, one of the nation's largest HSA providers, can now use Betterment for help investing HSA money. Betterment CEO Jon Stein announced the new partnership Wednesday at CB Insights' annual Future of...

Indexed annuity illustrations are hurting consumers: group

June 5, 2019

An investor advocacy group took a shot at indexed-annuity illustrations — the primary sales tool used to sell insurance products — and said that current rules around illustrations are too flimsy, allowing insurers to use them in a way that...

HSAs are lagging when it comes to rollovers

June 4, 2019

When it comes to traditional retirement accounts such as 401(k)s and IRAs, employers or service providers often urge participants to consolidate assets in multiple accounts via a rollover. But it appears that advice isn't prevalent when it comes...

Some insurance agents breaking law with 401(k) rollovers

May 30, 2019

Rolling money out of a 401(k) plan to fund an insurance product, like an annuity or life insurance policy, can be a difficult, tense decision for retirees. After all, seniors are earmarking a large chunk of their nest egg. These rollovers are...

Mohamed El-Erian named president of Queens' College at Cambridge University

May 28, 2019

Mohamed El-Erian, chief economic adviser at Allianz SE, has been named president of Cambridge University's Queens' College. The son of an Egyptian diplomat, El-Erian was an undergraduate at Cambridge in the late 1970s, where he studied economics....

How to battle sequence-of-returns risk

May 25, 2019

There were two recurring themes at the annual InvestmentNews​ Retirement Income Summit in Chicago earlier this month: the economic impact of increased longevity and the need for guaranteed income in retirement. Retirement has traditionally...

House passes SECURE retirement bill with massive bipartisan support

May 23, 2019

The House of Representatives passed a sweeping retirement bill Thursday that makes it easier for small businesses to offer a workplace retirement plan, eases use of annuities in 401(k)s and raises the required minimum distribution age, among...

Variable annuities lose more ground to fixed annuities

May 21, 2019

Variable annuity sales continued their downward spiral last quarter on the back of volatile equity markets, losing yet more ground to fixed annuities. VA sales of $22.8 billion in the first quarter were down 7% from the year prior, according...

Ladenburg looking at student loans, impact investing, health care for future fintech investments

May 17, 2019

To help advisers at its subsidiary firms stay current with the socioeconomic trends shaping the future of the financial advice industry, Ladenburg Thalmann brought together 75 forward-thinking, growth-oriented advisers for its second Innovation...

LTC insurer offering co-pays to blunt soaring premium increases

May 16, 2019

In an effort to blunt soaring premium increases on its long-term-care insurance policyholders, one insurer is offering policyholders a discount if they agree to a co-pay on claims. John Hancock Life Insurance Co. is trying the new approach....

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