Assets are pouring into the fee-based advisory space, allowing rapid expansion.
ETFs are growing more popular but some warn that they are encouraging short-term thinking.
As the business of money merges, so are the platforms that moves that money, a report says.
More than 50 percent of financial advisors expect to go deeper in their social media relationship with their clients.
An annuity unveiled this week by Prudential Financial ushers in a new era of simplicity and affordability, company executives said….
Allianz is finding traction with fixed indexed annuities in the financial advisory world with the top-selling FIA in the independent broker-dealer channel.
Fewer employers are offering just one plan, with a majority offering a traditional and high-deductible health plan.
InsurMark says Simplicity acquired it because of its success in the financial advisor market.
Let’s take a look at some potential income and tax planning strategies that our prospects and clients may want to consider.
It’s crunch time for clients who have not yet filed their income tax returns, and some clients may be feeling the pain of seeing how much tax they are paying on their investments.
Marlene Debel, CFO for MetLife, has been appointed to lead the company’s Retirement & Income Solutions business, the company said.
A new Chubb survey finds that clients want their advisor to deliver property & casualty solutions, but only 28 percent of advisors offer these coverages.
Walmart is in talks to acquire Humana, The Wall Street Journal reported.
The hybrid indexes control volatility in fixed indexed annuities, but some say that FIAs inherently protect against volatility already.
Four life insurance agents in Southern California were accused of setting up fraudulent policies and collecting $1.9 million in commission.
A peek at leading indicators are signaling that further economic growth and stock market gains lie ahead, economic analysts say. In particular, manufacturing production and consumer confidence.
MYGA Sales Fall 10 percent in 2017
Low interest rates are being blamed after multi-year guaranteed annuity (MYGA) sales fell 9.5 percent to $30.3 billion in 2017 compared to 2016. MYGA sales were strong in the fourth quarter, however.
The 350 Independent Marketing Organizations serving independent agents could shrink by 30 to 50 percent due to pressing regulation on several fronts, experts say. Many IMOs will be looking to buy or sell for the foreseeable future.
Planning experts offer advice on crafting a responsible retirement plan that takes into account sharply rising health care expenses. A retirement plan that shorts health care planning can leave a client high and dry, they say.