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December 29, 2016
Exclusive

Looking Ahead To 2017: Fixed Income Strategies And Tax Rules

The most important approach to take to the changing financial landscape is not to overreact, one advisor said.

Exclusive

‘Rotten Apples’ Kept Authorities Busy In 2016

December 29, 2016

This year was a busy one for state insurance regulators. They spent thousands of hours picking off the “rotten apples” – insurance advisors who give the profession a bad name by their alleged actions.

Exclusive

5 Key Questions Asked About Selling A Life Insurance Policy For Cash

December 28, 2016

Many seniors either haven’t heard of life settlements or don’t truly understand how these financial transactions work.

Exclusive

ACA, High Costs Dominated Health Insurance News In 2016

December 28, 2016

A look at our Top 10 health insurance articles for 2016.

Exclusive

Top 10 Annuity Stories of 2016

December 28, 2016

Annuities had an up-and-down 2016. The wild ride was reflected in our top 10 annuity stories for the year. Of course, the Department of Labor fiduciary rule was the most significant influencer on annuities.

Exclusive

Why Investing in Europe is Still Relevant to Advisors

December 28, 2016

International turmoil, such as the possible unraveling of the EU might have some anxious about overseas investing, but it still makes a lot of sense.

Exclusive

Top Tales Of Annuity Advisors Gone Wrong

December 27, 2016

Tales of annuity advisors who did their clients wrong and paid the price.

Exclusive

What The Millennials Are Hearing About Life Insurance

December 27, 2016

Too many younger consumers are getting the wrong message about life insurance. Here is how advisors can set them straight.

Exclusive

INN Readers Had Powerball Fever In 2016

December 27, 2016

It wasn’t the record Powerball payout alone that attracted our readers’ interest.

Exclusive

Americans Fear Slim Savings In Unsure Times

December 27, 2016

In uncertain times, Americans turn their attention to saving.

Exclusive

Function Will Drive Form In The 2017 Benefits Industry

December 26, 2016

Here are some examples where function is driving form in the benefits industry.

Exclusive

Ponzi Schemes And Movie Deals: Tales Of Advisors Behaving Badly

December 24, 2016

A rundown of some of the advisors who were on the Securities and Exchange Commission’s naughty list in 2016.

ESG Investing in 2017: Three Things to Know

December 21, 2016

Environmental, social and governance (ESG) refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. And it’s a growing theory among younger investors.

The Trump Effect: Managing Client Portfolios in 2017

December 20, 2016

Now that Donald Trump is assured of being the 45th president of the United States, what do advisors need to know? What will the economic impact be on clients? We have some answers.

December 19, 2016
Exclusive

The Great Retirement Income Divide Is More Like A Chasm

The CEOs of the largest 100 companies in the country have retirement funds with a collective worth of $4.7 billion. This is a sum equal to the retirement savings of the 41 percent of U.S. families with the smallest retirement nest eggs, a report found.

Exclusive

Prudential Investigates Wells Fargo-Sold Policies

December 16, 2016

Prudential severs sales relationship with scandal-tainted Wells Fargo. Company to investigate all MyTerm life policies sold by the troubled bank.

Exclusive

What High-Net-Worth Investors Really Want

December 16, 2016

Would you be surprised to learn their health tops the list of keys to a fulfilling life for high-net-worth investors? Advisors need to learn what makes HNW investors tick in order to earn their business.

Exclusive

ETF Market Shows Little Sign Of Slowing Down

December 15, 2016

The growth in exchanged-traded funds is occurring as investors crave the funds for their flexibility, liquidity and convenience.

DC Circuit Court Rejects DOL Rule Injunction

December 15, 2016

Another court decision goes against the National Association for Fixed Annuities in its legal fight to stop the Department of Labor fiduciary rule. This time, the U.S. Court of Appeals for the District of Columbia Circuit rejected NAFA’s appeal for a preliminary injunction.

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