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Biggest RIAs on Path to Nationwide Footprint

April 10, 2018

Assets are pouring into the fee-based advisory space, allowing rapid expansion.

Exclusive

Fee-Based Advisors Largest Holder of ETFs

April 10, 2018

ETFs are growing more popular but some warn that they are encouraging short-term thinking.

Exclusive

Unified Money Platforms Speed Planning, Cut Fees

April 9, 2018

As the business of money merges, so are the platforms that moves that money, a report says.

Advisors Cozying Up To Clients On Social Media

April 6, 2018

More than 50 percent of financial advisors expect to go deeper in their social media relationship with their clients.

Exclusive

Prudential Unwraps GIFT of Simplicity, Affordability

April 5, 2018

An annuity unveiled this week by Prudential Financial ushers in a new era of simplicity and affordability, company executives said….

Exclusive

Allianz Finding Traction with B/D, RIA Channels

April 4, 2018

Allianz is finding traction with fixed indexed annuities in the financial advisory world with the top-selling FIA in the independent broker-dealer channel.

Exclusive

More Large Employers Offer High-Deductible Health Plans

April 4, 2018

Fewer employers are offering just one plan, with a majority offering a traditional and high-deductible health plan.

Acquisition Helps InsurMark Push Further Into Advisor Market

April 3, 2018

InsurMark says Simplicity acquired it because of its success in the financial advisor market.

Exclusive

Client Strategies For Income And Estate Tax Planning In 2018 And Beyond

April 3, 2018

Let’s take a look at some potential income and tax planning strategies that our prospects and clients may want to consider.

Exclusive

How Annuities Can Relieve The Pain Of Taxes

April 3, 2018

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.

Exclusive

MetLife Makes Exec Change in Wake of Annuity Charge

April 2, 2018

Marlene Debel, CFO for MetLife, has been appointed to lead the company’s Retirement & Income Solutions business, the company said.

Exclusive

Chubb Report: Clients Want P&C, But Are Advisors Listening?

March 30, 2018

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, Humana Looking At A Deal, Reports Say

March 30, 2018

Walmart is in talks to acquire Humana, The Wall Street Journal reported.

One-Third Of Indexed Annuities Sold With Hybrid Indexes

March 29, 2018

The hybrid indexes control volatility in fixed indexed annuities, but some say that FIAs inherently protect against volatility already.

4 Life Insurance Agents Accused in $1.9M Fake Policy Scam

March 29, 2018

Four life insurance agents in Southern California were accused of setting up fraudulent policies and collecting $1.9 million in commission.

Exclusive

Seeking Clues on the Future Economy (Hint: It Looks Good)

March 29, 2018

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.

March 28, 2018

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.

IMO Numbers Could Shrink by Up to 50 Percent

March 27, 2018

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.

Health Care Expenses Can Sink a Retirement Plan

March 27, 2018

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.

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