Displaying 34 results
Fee disclosure regs crank up scrutiny on advisers
The difficulties of self-benchmarking for advisers came up in a panel discussion this morning at the American Society of Pension Professionals and Actuaries' 2012 401(k) Summit in New Orleans.
Edward Jones pulls plug on Hartford life, annuity sales
The Hartford's surprise exit from several key businesses is still making waves in the advice industry. The latest news: Edward Jones has ceased selling the carrier's life insurance and annuities.
Chart of the day: Draw-down tax strategies
Green Bay, Wis.-based tax advisory firm Keebler & Associates presents an interesting breakdown of drawndown strategies for the…
401(k) disclosure doesn’t go far enough
This year, 72 million Americans will open their quarterly 401(k) statements and for the first time get a…
Indie B-D reps flocking to fixed indexed annuities
Fixed indexed annuities were a hot product among independent broker-dealer reps last year as clients sought a safe-money alternative to CDs, made virtually worthless by low interest rates.
For advisers, maximum rage over alternative minimum tax
AMT makes tax planning a royal pain; this year is no exception, despite bill that would kill the levy
The Hartford does ‘something drastic,’ will exit annuity and life insurance businesses
Venerable insurer makes dramatic move amid pressure from shareholder John Paulson
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package
But still no specific timetable for issuance of revised rule
‘Transformative events’ shape client’s financial thinking, survey finds
Upper-middle class more worried about life's big moments than the next 12 months
Will BAML’s new fiduciary service make big contribution to its DC business?
Bank of America's new fiduciary service will be available to plans with at least $25 million in defined-contribution assets and their retirement plan specialist advisers
VA clients holding on to their VAs instead of surrendering them
VA clients are less likely to surrender their variable annuities, as living benefits retain high value
Americans: We’re responsible for our financial well-being — just don’t ditch Social Security
Also believe it's Uncle Sam's job to protect investors from fraud
Income gap widest in Republican-leaning states
Income inequality up 18% since 1967; rose the most during Reagan era
Banks missing a trick by not selling insurance: Survey
Sales of insurance — as well as investment products — tends to attract more profitable customers; big edge in trust over brokerages
