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Are 401(k)s Contributing to the ‘Retirement Crisis’?

September 6, 2017

Employee 401(k) accounts seems to be the preferred choice of those behind the Department of Labor fiduciary rule. Does that mean 401(k)s are doing a good job? Our Kim O’Brien tries to answer that question.

Exclusive

Advisors Getting More Support From Companies

September 5, 2017

Companies are doing more and more to support financial advisors with the introduction of web-based tools and solutions. Advisors say they need the help as they deal with regulations, declining fees, and a low-interest-rate environment.

Hurricane Irma Forces NAIFA to Postpone Annual Meeting

September 5, 2017

NAIFA will reschedule its annual business meeting planned for Sunday in Orlando. Hurricane Irma is forcing massive evacuations and emergency preparations are under way in Florida.

Exclusive

Educating Your Clients on 529 College Savings Accounts

September 5, 2017

Advisors can do clients a big service by untangling the complicated issues involved in investing in a 529 college savings plan. Tax benefits differ from state to state and common sense investing is called for, analysts say.

Exclusive

Advisory Firms Jittery After Wells Fargo Data Breach

September 5, 2017

A recent Wells Fargo data breach has big implications for the company. It should serve as a wake-up call to all financial services to re-assess and tighten up those data security processes.

‘Game On’ for FIA Sales in Second Half of 2017

September 1, 2017

The delay of the Department of Labor fiduciary rule means we could see a fixed indexed annuity sale frenzy during the last half of the year. Experts say the time is right for FIAs to fly off the shelves.

Texas Judge Tosses Obama Overtime Rule

August 31, 2017

Texas Judge Amos Mazzant tossed out an Obama administration rule that would have extended overtime benefits to about 4 million new workers. The Trump administration opposes the overtime change.

Exclusive

Graphics Tool Helps Advisors Make Better Pitch

August 31, 2017

A new graphics-intensive tool from Assurance helps advisors make better presentations, while protecting them against fiduciary standard challenges, analysts say.

Exclusive

Structured VA Sales Rise 36 Percent in 2Q

August 30, 2017

Structured annuities, also known as buffered or hybrid variable annuities, are selling well. But overall annuity sales continue to decline as regulation fears remain.

DOL Publishes Delay of Fiduciary Rule Until July 2019

August 30, 2017

The Department of Labor will get its 18-month delay of phase two of the Obama-era fiduciary rule. A proposed rule ordering the delay until July 1, 2019 will be published in the Federal Register tomorrow.

RIAs, Manufacturers Find Middle Ground on Fee-Based Indexed Annuities

August 30, 2017

The development of a new fee-based indexed annuity offers a glimpse into the dialogue that unfolded between product manufacturer and distributors in the independent channel. Both sides gave a little to make the product successful.

Exclusive

Three Things that Could Impact the DOL Rule’s Final Outcome

August 29, 2017

There’s been a flurry of legal activity recently around the Department of Labor fiduciary rule. What does it all mean? Our Kim O’Brien breaks it down and finds it’s not all the good news that’s being reported.

OMB OKs DOL Fiduciary Rule Delay With ‘Change’

August 29, 2017

The Office of Management and Budget completed its review Monday of a rule that would delay the DOL fiduciary rule. The DOL seeks an 18-month delay that would push the effective date of the fiduciary rule to July 1, 2019.

Exclusive

Make Tax-Deferred Annuities Work for Your Clients

August 29, 2017

Tax deferral laws make annuities a great option for clients planning for retirement. But what should advisors be looking for in crafting an effective plan to take advantage of annuities?

InsuranceNewsNet / AdvisorNews Founder Releases IGNITE! The Burning Secrets to Exponential Growth

August 29, 2017

                      —- FOR IMMEDIATE RELEASE —- InsuranceNewsNet / AdvisorNews Founder Releases IGNITE! The Burning Secrets to Exponential Growth New book…

Exclusive

Disability Sales Premium Rises 14 Percent in 2016

August 28, 2017

The improving economy and fewer problems with major medical coverage under the Affordable Care Act are credited with the rising disability care premium.

Advisors Find Success Combining Active and Passive Investing

August 28, 2017

With regulation, low interest rates and other pressures affecting the investment world, advisors are finding creative ways to marry active and passive investing to do right by their clients. Experts expect the trend to continue.

Exclusive

Estate Tax on the Chopping Block, Trump Advisor Says

August 25, 2017

The estate tax is among the taxes the White House hopes to eliminate with its tax reform effort, said Gary Cohn, President Donald J. Trump’s top economic advisor. Will Congress go along?

DOL: Fiduciary Rule Lawsuit Angle ‘Will Likely Be Mooted’

August 25, 2017

In a court brief, the Department of Labor signaled its intent to eliminate the class-action component of the fiduciary rule. The right to sue is one of the most hated aspects of the Obama-era regulation.

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