Eighty-five percent of financial advisors in a nationwide survey by Putnam Investments said they use social media in their practices today. The reason is a good one: more (and younger) clients.
Department of Labor regulators published their latest batch of questions and answers surrounding the new conflict-of-interest rule.
The Department of Labor fiduciary rule and other pressures will force natural changes in the investment product mix in the years ahead, a new report finds.
The Republican-led Congress has been hard at work passing bills that would erase Obama’s regulatory accomplishments. Legislators say the rules are hurting business and stifling the economy.
Early repeal of the Affordable Care Act without a replacement could have some serious consequences.
Income annuity buyers are trending younger across the board, according to new Cannex data. Products are being marketed to young buyers as a replacement for traditional pension plans that no longer exist for many people.
The Office of Management and Budget plans to publish its exemption permitting IMOs to sell under the fiduciary rule by the time President-elect Donald J. Trump is inaugurated.
With a potentially turbulent 2017 on the horizon, advisors can use all the help they can get. Our Brian O’Connell presents five reliable books advisors should consider reading to stay on top of their game.
Trade groups say several changes can be made to the Affordable Care Act to make it easier for agents and brokers to do their jobs and get paid a fair commission.
Forethought Life Insurance launches the company’s first single premium immediate annuity, a product that could do well in the current market.
Fixed indexed annuity (FIA) market leader Allianz Life has announced the appointment of sales veteran Corey Walther to lead the company’s broker-/dealer distribution channel sales growth.
Planning ahead and finding the right mix of risk and return are two keys to executing a strong college savings plan, one analyst said.
Meanwhile, a report takes insurers to task for not doing more to develop fee-based annuity products instead of waiting for regulators to force the industry’s hand.
Rep. Joe Wilson, R-S.C., has introduced a bill to delay the Department of Labor fiduciary rule by two years. The delay will enable Republicans to complete the lengthy process of officially undoing the regulation.
Sun Life is staring at a $92,000 benefit payout after the company could not convince a federal appeals court that complications from surgery were to blame in the death of 31-year-old Jeremy Prather.
Our Cyril Tuohy and his family experienced a week in one of the nation’s most famous pockets of wealth.
The impending nomination of Wall Street lawyer Jay Clayton to lead the SEC by President-elect Donald J. Trump signals a further break with federal regulation of the financial services industry.
As financial institutions, marketing organizations would be able to sell fixed indexed annuities with qualified retirement funds under the Department of Labor’s fiduciary rule.
Advisors who perform pro bono services for low-income clients receive great experience and satisfaction, reports a nonprofit group that organizes campaigns to bring financial advice to poorer areas.
