Displaying 11 results
DPL Financial Partners doubles annuity sales to $2B in little more than a year
Breakaway fiduciary practices have helped accelerate the firm's sales.
Insurance products are morphing into securities
Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.
Halo adds AIG annuities
The fee-based products will be part of Halo's digital platform, which also offers structured notes, market-linked CDs and buffered ETFs.
Pershing expands fee-based annuity offerings for RIAs
The number of carriers on its RIA custodial platform increased to 20 from seven and the number of fee-based products rose to 70.
Pershing adds fee-based annuities to its managed accounts system
Clearing powerhouse will support more than 70 fee-based annuities from 18 carriers.
Jackson National to reintroduce fee-based annuities in New York
The No. 2 seller of annuity products was reassured by new guidance issued by New York regulators.
Fee-based annuities still require caution, despite IRS olive branch
The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.
IRS delivers ‘game changer’ for fee-based annuities
Agency issued a private letter ruling to Nationwide indicating that pulling an advisory fee from the annuity doesn't create a taxable event.
Adviser compensation is the challenge with fee-based annuities
Advisers who pull their fee from nonqualified annuities could cause a taxable event for their clients.
Jackson National looks to expand distribution of fee-only annuities
Insurer partners with DPL Financial's insurance network to distribute annuity products through independent RIAs.
UBS exploring fee-based annuities for advisers
The wirehouse would be jumping on a trend toward advisory business that analysts expect to accelerate because of the Labor Department's fiduciary rule.
