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Dividend stocks might be a better than annuities for income investors
Breakfast with Benjamin: Could dividend stocks actually be a better deal than an annuity for income investors?
Willis Group and Towers Watson to merge
The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.
2 health savings account changes clients can make to unlock their full potential
Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.
Resurgence ahead for life settlements industry?
Underfunded universal life policies' loss may be a gain for secondary insurance market.
How to perfectly time your clients’ Medicare enrollment
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
Millennials are shunning financial advice
Breakfast with Benjamin: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
Lifetime retiree health care cost projections up 6.5%
Average costs could exceed Social Security benefits in the future.
Bigger & Better
Scott Hanson has achieved a level of success and fame uncommon among financial advisers. He has a following…
Is General Motors’ 401(k) annuity choice a harbinger for broader uptake?
Advisers say more mega-sized defined contribution plans taking up lifetime income provides a signal to the broader retirement market.
Northwestern Mutual purchases LearnVest
The insurer will acquire LearnVest for an undisclosed amount, with LearnVest saying its platform will maintain its brand identity and business relationships.
Income spike can reduce Social Security benefits
Blame the temporary reduction on higher Medicare premiums.
Stop guesstimating, or worse, ignoring, your clients’ health care costs in retirement
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
Early onset Alzheimer’s: When plans are upended
Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services…
Spring variable annuity prospectuses and updates are here
First quarter regulatory filings suggest that insurers aren't ramping up big new product releases but hybrid annuites appear to be making a comeback, with Voya charging back into the market.
Northwestern Mutual agrees to settle annuities suit for $84 million: report
About 30,000 current and former annuity owners claim company failed to pay proper dividends on contracts sold 30 years ago.
Bigger & Better
Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?
Transamerica offers legacy variable annuity clients a buyout
This offer affects more than 30 types of variable annuity contracts issued by the insurer
Financial adviser sentenced to 51 months for ripping off elderly clients
Tuesday's Breakfast with Benjamin features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.
Deferred-income annuities grab spotlight from traditional variable annuities
Run-up of DIAs in recent years points to a new retirement income stream for clients. (Plus: Our full special report on annuity strategies)
When is a good time to convert to a Roth IRA?
Breakfast with Benjamin: When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.
