Investors should diversify their holdings across emerging markets, experts say. But take care to be wary of volatility and invest with some trepidation.
A serious health condition need not be a barrier to obtaining life insurance coverage.
The Department of Labor fiduciary rule has not had a major impact on annuity sales yet, say execs with a top Midwest insurer. The second phase of the rule, which takes effect Jan. 1, 2018, will likely be a different story, they add.
Fred Fern had all of his money invested in IBM in 1962. When the blue chip of blue chip stocks…
Cybersecurity ETFs are a hot investment right now due to the persistent global cyber threats. But experts say there are important things to look for before plunging your client’s money into a cybersecurity ETF.
Senate Republican leaders released the details of their bill to repeal the Affordable Care Act (ACA) and replace it with a version that would end employer and individual mandates while changing the way tax credits are offered to help people buy coverage.
Financial Trade Groups Race to Tap Lucrative Asian Markets
Financial advisor trade associations are racing to offer new training programs to expand their reach to life insurance professionals operating in foreign markets. In particular, Asia is an area of immense interest.
Senate Majority Leader Mitch McConnell, R-Ky., has vowed to hold a vote on the health care bill before the July 4 recess. He can lose two GOP senators, but must hold the rest of his party together to pass the bill.
Asset managers and owners expect their investment in ESG alternative assets, including hedge funds, infrastructure, real estate and private equity…
IMOs and FMOs should be fine to sell variable and fixed indexed annuities under the transition Best Interest Contract for the rest of the year, a pair of experts say. But a definitive word is unknown.
The Duty of Diligence contained in the Department of Labor fiduciary rule will require advisors to employ a standardized, systematic and repeatable process when issuing advice, our Kim O’Brien says.
Consumers want health care cost transparency when making insurance decisions.
Evidence is mounting that advisors are more likely to include health care spending as a topic to be included in retirement planning. A new report indicates a 65-year-old couple retiring today will need $404,000 for health care costs.
Operating similarly to a bank or credit union, the premium financing solutions provider can loan money on the premium that can be paid back over an agreed-upon period of time.
Busting the six myths about consumers and direct mail.
New fixed-indexed annuity products with shorter seven-year surrender periods are driving down commissions, new data shows. First-quarter indexed annuity commissions dropped to 4.96 percent from 5.37 percent a year ago.
Working with a financial advisor helps career military families stay focused on retirement savings, which will be more important with…
While financial advisory fees have undergone some compression, they remain surprisingly robust in mid-2017 and should stay that way for the foreseeable future, a new paper predicts.
Our state Senate wants to change an entire system, while risking incredible job loss, disruption, loss of choice and terrible confusion for senior citizens.