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A SECURE Retirement Plan

November 12, 2019

Once again, Americans have an opportunity to make retirement savings history. Enactment of the Employee Retirement Income Security Act (ERISA) provided new protections for retirement savers. The creation of individual retirement accounts (IRAs)...

ETFs - An Important Tool for Wealth Management

November 8, 2019

Since their creation in 1990 in Canada and 1993 in the U.S., exchange-traded funds (ETFs) have become widely used to help investors achieve their financial goals. Drawn by low turnover, lower fees, broad diversification and greater tax efficiency,...

New rate environment challenges DB plan sponsors

September 16, 2019

Last month's inversion of the U.S. yield curve roiled equity markets throughout the world as investors worried about the imminence of recession signaled by long-term rates falling below short-term rates. This reversal of the normal relationship,...

Five Key Things for Plan Sponsors to Consider When Choosing a Stable Value Fund

September 16, 2019

When selecting a stable value investment option, today's defined contribution retirement plans have a variety of products to choose from. And while the investment objectives of the different types of stable value investment products are similar...

Making a DC plan's nest egg last a lifetime

September 16, 2019

For defined-benefit plan participants, pieces of the retirement income puzzle fit into place relatively easily. Once a regular paycheck ends, components of retiree income for DB plan participants include Social Security, income from assets a...

States aren't great at regulating insurance

August 28, 2019

The U.S. insurance industry offers a test case of decentralized authority: Unlike much of the investment business, which is supervised at the federal level, insurers are almost entirely overseen by the states. [More:​ State regulators urge...

The SEC botched title reform. New York got it right

September 11, 2019

Imagine you want to go skydiving. Jumping from a plane is a high-risk activity. You, as a novice, seek out professional advice to ensure you use the proper technique. After all, how could you possibly know how and when to deploy a parachute,...

Good luck picking the "best" insurance product

October 19, 2017

The question I get asked more than any other is: "Which insurer offers the best products?" However, this question is just as silly as: "Which mutual fund company offers the best mutual funds?" In fact, while there's no general agreement about...

Last-minute tips for Medicare annual enrollment

November 19, 2013

People who want to switch their Medicare coverage for 2014 have just a few weeks left in the annual open-enrollment period, which ends Dec. 7. The choices can be overwhelming, but there are practical steps your clients can take now to make sure...

New retirement income designation attracts thousands of advisers

October 31, 2013

One of the first blogs I ever wrote for InvestmentNews back in early 2012 discussed the need for a retirement income designation. As many of my readers know, I firmly believe that retirement income planning requires different skills and tools...

John Hancock arms reps with succession planning tool

November 12, 2009

The John Hancock Financial Network has released a succession-planning platform for its financial representatives. The company paired up with FP Transitions, a succession-planning-services firm, to launch the new service called Build4Success....

Gross back into Treasuries in a big way

August 8, 2011

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., boosted holdings of Treasuries in July during the biggest monthly rally in the securities since August 2010 as the U.S. confronted the possibility of...

National Financial Partners to bolster property-casualty arm with acquisition

July 8, 2011

National Financial Partners Corp. is bulking up its presence in the property-casualty space in an effort to bolster revenue. Earlier this week, the firm announced its acquisition of Lapre Scali & Co. Insurance Services LLC, a Scottsdale, Ariz.-based...

Notes from NAPFA

May 20, 2011

The 'new normal' and 'living in beta' The attendees at the National Association of Professional Financial Advisors are getting used to living in the “new normal.” The term, popularized by investment guru Bill Gross, founder of Pacific Investment...

Illinois' top insurance cop to run Federal Insurance Office

March 18, 2011

The Treasury Department has chosen Michael T. McRaith, Illinois' chief insurance regulator, as head of the new Federal Insurance Office. The office, which was established in the Dodd-Frank financial reform legislation, does not have any regulatory...

Top tax rate would go sky-high under new proposal

March 16, 2011

U.S. millionaires would face an annual income tax increase of at least 10 percent under a deficit-reduction measure proposed by Representative Jan Schakowsky. The legislation, introduced today and touted at a press conference by the Illinois...

Fears about inflation inflated, Gundlach says

March 14, 2011

Bond investors are siding with Federal Reserve Chairman Ben S. Bernanke when he says that crude oil above $100 a barrel and record high food prices may only cause a temporary jump in the inflation rate. Since reaching a 10-month high in December,...

$$$ to be considered wealthy? Millionaires offer surprising answer

March 14, 2011

How much does it take to feel wealthy these days? For many millionaires, it's about $7.5 million, according to a survey by Fidelity Investments. “Wealth is relative, and to some extent the more you have the more you realize how much more you...

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...

Retirees underutilizing your products, insurers told

October 18, 2004

CHICAGO - While the life insurance industry contends that there is a huge need for older Americans to use insurance products to mitigate risk in retirement, the message apparently isn't quite getting across. "Right now, retirees underutilize...

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