Insurance

Displaying 2943 results

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Finra sanctions two Wells Fargo B-Ds for failure to supervise VA switches

Firms will pay $1.4 million in restitution to about 100 clients and fines of $675,000

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Health savings account assets now top $73.5 billion

The number of accounts has grown to more than 29 million in the past year

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Envestnet launches annuities on MoneyGuide platform

MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face

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In a bad year for annuities, these products are selling best

Some types of annuities are getting a lot of attention even though sales are down overall

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Helping clients navigate the fixed-income storm

With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged

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Clients are tapping HSAs amid COVID-19

The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers

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Looking for uncorrelated returns? Consider reinsurance

The market for insurance-linked securities totals close to $100 billion and has expanded beyond catastrophe bonds to include collateralized reinsurance contracts

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Advisers can shine a light on the darkness of 2020

Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings

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Phony Philly adviser latest snagged for unregistered securities

Dean Vagnozzi sold millions in unregistered securities to clients who weren't wealthy enough to buy them. Why did the SEC take so long to drop the hammer on him?

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One PEP for all clients: Retirement Income Summit day four

The Secure Act provides numerous opportunities for advisers, and annuities are part of that, panelists said