Increased regulations are one reason a leading analyst predicts that year-over-year mergers and acquisitions among financial advisor firms could more than double by the end of 2016.
About seven months remain until the first mandates of the Department of Labor fiduciary rule take effect. Firms and advisors must be able to answer several important questions to be able to make the transition.
Advisors can learn a lot about their clients and help them better prepare for financial success through the use of psychological techniques and the power of positive thinking, experts say.
A 2013 Maryland insurance law requiring insurance companies to check the latest version of a death master file can be applied retroactively, a court rules.
Without the ability to charge higher premiums for higher levels of maximum-benefit coverage, insurance companies are struggling to survive.
Employees need different types of coverage as they progress through the stages of their working lives.
Seventy-four percent of workers say they use an advisor to make a retirement investment recommendation, a survey found, but only 49 percent say they use an advisor to calculate a retirement savings goal. Opportunity for advisors?
The popularity of crowdfunding sites such as GoFundMe is not a substitute for doing proper financial planning and having life insurance in place.
Workers want to see the next president fully fund Social Security and encourage retirement savings programs that emphasize monthly income.
Encourage clients to follow these best practices to help keep beneficiary designations up to date and prevent issues that could slow the payout process.
AIG continues to dominate annuity sales, further establishing the company as a powerful financial presence. Healthy financial performance is enabling AIG to resist investors’ calls to break up the company.
Total second-quarter indexed annuity sales were $15.5 billion, up nearly 28 percent when compared with the same period last year.
A federal judge threw a skeptical line of questioning at the attorney defending the injunction request from the National Association of Fixed Annuities.
The lawsuit seeks a preliminary injunction to stay the Department of Labor fiduciary rule, which is scheduled to take effect in April 2017.
A hearing on the first of three lawsuits designed to stop the Department of Labor fiduciary rule from taking effect begins Thursday.
What independent insurance agents who sell fixed indexed annuities can expect under new supervision frameworks from marketing organizations authorized to act as financial institutions.
Advisor associations say the states’ mandated auto-IRAs may kill off the private-sector advisor, leaving consumers poorly served.
Small-business owners who think that selling their business will fund their retirement may be in for a rude shock. Here is how you can set them straight.
A leading FMO proposes an overseeing agents with a FINRA-like structure. InForce Solutions proposes the oversight idea in its application to be designated a financial institution under the Department of Labor fiduciary rule.
