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FOUR-PART SERIES: Fiduciary Basics – Permitted Activities for Insurance-Only Advisors

May 15, 2017

Can the insurance-only agent not only survive but prosper under the Department of Labor fiduciary rule? Our Kim O’Brien says yes. She explains how in the first of a four-part series.

All Eyes on Acosta as DOL Rule Clock Winds Down

May 12, 2017

Newly sworn-in Secretary Alexander Acosta holds the fate of the Department of Labor fiduciary rule. Will he choose to fight to delay and amend the Obama-crafted rule? Absent a reprieve, the rule begins taking effect June 9.

Exclusive

Distributors Show Interest in Passive Variable Annuity

May 12, 2017

The variable annuity, branded as “Lincoln Core Income built with iShares,” offers only passive, low-cost exchange traded funds from asset manager BlackRock.

A Taxing Issue: Explaining Trump’s Tax Implications

May 12, 2017

President Donald J. Trump’s tax plan looks highly favorable to financial consumers, especially affluent ones. But what will it look like once it emerges from Congress?

Exclusive

Voya Financial’s IUL Gambit Pays Off

May 12, 2017

IUL sales in 2016 reached a record $1.86 billion and the forecast is for an even better year in 2017, according to analysts. Voya Financial is reaping the benefits.

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6 Ways To Explain Complex Financial Ideas So Your Clients Will Understand

May 11, 2017

Building trust is the basis for client understanding.

DOL Chief Looks to Deep Freeze Fiduciary Rule

May 10, 2017

Labor Secretary Alexander Acosta wants to freeze the fiduciary rule in a way that will “stick,” according to an email…

Exclusive

Advice Shown To Be The Common Thread Between Age Groups And Investment Confidence

May 10, 2017

Those in younger age groups are less certain than their elders of their investment knowledge, but those younger investors also were less likely than their elders to have a financial advisor.

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RIA M&A Surges 29% In 1Q

May 10, 2017

The first quarter of 2017 was the most active one ever when it came to mergers and acquisitions among registered investment advisors.

DOL Rule, Dodd-Frank Face Intransigent Senate

May 9, 2017

Republican-led House is eager to pass legislation gutting Dodd-Frank and blocking the Department of Labor fiduciary rule; Will the Senate go along?

As The 4% Rule Wobbles, Are Annuities More Attractive Strategy?

May 9, 2017

An extended period of low interest rates has put pressure on the 4 percent rule as well, as retirement income portfolios find it difficult to eke out gains without taking on more risk.

May 5, 2017
Brighthouse Financial is the name for the spinoff of MetLife.

Brighthouse Financial Separation Date Moved

The spinoff of Brighthouse Financial, MetLife’s retail distribution arm, will take place sometime after the first half of the year.

Exclusive

Lincoln: Variable Annuity Sales Close to Bottoming Out

May 5, 2017

Variable annuity sales plunged by 21 percent last year over 2015, but the drop could be over, some analysts predict. A resolution to the Department of Labor fiduciary rule would help.

Exclusive

Health Care Vote Viewed Positively By Agent Groups

May 4, 2017

Although the battle to repeal and replace the Affordable Care Act is far from over, spokespeople for two organizations representing health insurance agents and brokers said that Thursday’s House vote is a positive step for the agent community.

Health Care Bill Squeaks By In The House

May 4, 2017

The Republican plan to replace the Affordable Care Act passed the House of Representatives by a vote of 217 to 213, only one vote above the 216 needed for passage.

Exclusive

Agents, Distribution Power Voya 1Q Results

May 4, 2017

Voya Financial credits new products, expanded distribution and higher agent productivity for strong first-quarter numbers.

Lawmakers to DOL Secretary: Kill That Rule

May 3, 2017

More than 100 Republican lawmakers sign a letter asking Department of Labor Secretary Alexander Acosta to eliminate the fiduciary rule.

‘Hybrid’ Approach To Robo Investing Models a Winner

May 3, 2017

Merging the roboadvice model with real-world financial advisor analysis gives investors the best bang for the buck, analysts say.

Exclusive

Genworth Receives 11 Rate Increase Approvals in 1Q

May 3, 2017

Genworth Financial received 11 long-term care rate increase approvals from eight states in the first quarter 2017, part of an aggressive plan to make its LTCi business profitable again.

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