Displaying 45 results
Survey shows Americans still financially confident despite inflation woes
A new survey shows a majority of adults report overall confidence in their ability to achieve their financial goals despite rising prices.
Helping investors ‘weatherize’ their retirement dollars
As inflationary pressures mount, retirement savers are looking for solutions that offer growth opportunities while limiting downside risk.
Bitcoin specialist NYDIG raises $100 million
Property and casualty insurers join life and annuity investors already backing the company.
Jackson National top seller of annuities in 2020
The insurer also led in variable annuity sales last year, while New York Life sold the most fixed annuities.
New York Life to pay $10.9 million for annuity replacement violations
New York state says the insurer failed to adequately inform consumers about the differences between products.
MacKay Shields names Janelle Woodward president
Woodward joins from BMO Global and succeeds retiring president Lucille Protas
New York Life to sell ETF-based alternative to annuities
The insurance giant announced an exclusive deal to distribute unit investment trusts
Managing risk in retirement: Lessons from COVID-19
The coronavirus is throwing a wrench in many Americans' financial plans, but advisers can help keep investors on track
Finra fines NYLife Securities $250,000 over fund sales
Firm was also censured and ordered to pay restitution and rescission to 28 clients.
New York Life Investment initiative aims to get more women invested
CEO Yie-Hsin Hung on efforts to achieve gender parity on both sides of the client relationship.
Biggest firms win fight for cash flooding muni funds
Five companies have received 80% of the money that has poured into tax-exempt bond funds this year.
Lessons for those ‘graduating’ to retirement
For many retirees, the struggle isn't having enough money, but confidently spending what they've worked so hard to accumulate.
Why your 50-year-old clients may need you the most
As they approach retirement, people are concerned about market volatility, yet aware that they still need to grow their nest eggs
Finra bars former NY Life broker over unauthorized annuity signature
Craig Walker was permitted to resign after 79-year-old customer complained.
These 3 things may be keeping your clients up at night
And that's where a financial adviser truly shines — here's how to help them
Rep fired by NY Life barred from industry for failing to show up at Finra hearing
Tyrone Pang was terminated for accepting a customer's check made payable to himself for an insurance premium payment.
Coordinate couples’ income needs ahead of time
Differences in how men and women view longevity can have big impacts on their finances during retirement
New York Life’s MainStay lays off defined-contribution wholesalers amid challenging market
Active managers are struggling in the face of the index-fund craze, fee compression and TDF dominance.
Employee feud scaring clients of Independent Portfolio Consultants
Workers tried to force TAMP into bankruptcy, then pulled petitions, but damage was done.
Rising interest rates pushing annuity product development
Security Benefit, Allianz and New York Life all debuted new fixed annuity products in March that seek to benefit investors in a rising-rate environment.
