Displaying 16 results
Retirement worries rise most for women during pandemic
Already facing greater retirement-security challenges, women said the crisis has put them farther behind, according to a recent survey
Roughly a third of workers have tapped retirement accounts, survey finds
Transamerica study warns that 'leakage' from plans could threaten retirement
Transamerica pays $195 million to settle lawsuit over universal life insurance
Suit alleged the insurer improperly increased monthly costs to avoid guaranteed monthly interest payments.
Transamerica entities to pay $97 million to investors over model portfolio snafus
SEC says that Transamerica units failed to inform investors that certain investment models were flawed and did not work as planned.
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
Appeals court orders fiduciary breach case vs. Transamerica to be dismissed
The three-judge panel reversed a ruling by a U.S. District Court judge in Los Angeles.
‘Rothification’ to pay for tax cuts seen as losing momentum, for now
Retirement-savings proponents remain vigilant in protecting deferrals as GOP releases tax-reform framework.
Passwords to become passé as more firms back biometrics
Transamerica introduces first voice recognition technology to authenticate customers.
For ETF providers, penetrating target-date fund market a challenge
The primary reason: TDFs built on institutionally priced mutual fund shares or collective trusts can produce as low or lower fees than ETFs.
The DOL fiduciary rule could push these firms’ variable annuity sales even lower
Only one firm, MetLife, posted any substantial gains, as market volatility and fixed indexed annuities cut into VA business.
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios
Offerings meant to help counter a trend toward passive index strategies.
Sen. Warren, Rep. Cummings accuse financial industry of crying wolf on DOL fiduciary
The Massachusetts senator and Rep. Elijah Cummings, D-Md., assert four large insurance companies are telling regulators and shareholders different tales.
Massachusetts’ Galvin to investigate alternative fund sales by advisers
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
The latest ranking of independent broker-dealers by rep head count
Even if recruiting at independent broker-dealers has hit a wall, the industry still features a number of firms with expanding numbers of registered reps.
The independent broker-dealers with the most female advisers
The business is male-dominated, but some independent broker-dealers have come close to having 30% of producing female reps on staff. Here's a break down of the gender divide.
Insurers using nimble approach to shield VA holders’ assets
The recent bout of stock market volatility is putting a new variable annuity investment strategy to the test.
