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March 16, 2016
Exclusive

Indexed Annuities, Indexed Life Sales Hit Record Highs

Fourth quarter sales 2015 of fixed indexed annuities (FIAs) soared to a record $15.5 billion. This marks a 30 percent increase compared with the year-ago period.

Exclusive

Fewer Schools Sponsor Traditional 403(b) Plans

March 16, 2016

Use of traditional 403(b) defined contribution retirement plans continues to decline among higher education institutions. What does it mean for insurance companies?

Exclusive

DOL, OMB May Blunt Fiduciary Rule, Delay It Until Late May

March 15, 2016

Observers have been saying the DOL fiduciary rule will be devastating to advisors and will hit any day now. Insiders dispute both of those points.

Exclusive

A Proven Process for Finding Quality Prospects

March 15, 2016

The quality of your prospects will determine the growth of your practice.

Exclusive

New FIA Index Designed for Rising Rate Environment

March 14, 2016

The new PIMCO Tactical Balanced Index will give advisors more flexibility to maneuver in a rising rate environment, analysts say.

Exclusive

Talk About Taxes Without Sounding Like A Math Teacher

March 14, 2016

Engage your clients in a tax discussion by making it personal, yet comfortable

Exclusive

Courts Divided Over Rising Insurance Rates

March 14, 2016

Yet another lawsuit over a cost of insurance (COI) increase is making its way through the court system. How will this one turn out?

Exclusive

7 Steps To Ramp Up Your 2016 Prospecting Efforts

March 11, 2016

Some tips to build stronger client contacts in the coming year.

Exclusive

Jackson National 2015 Net Income Soars to $1.4 Billion

March 11, 2016

Jackson National Life Insurance, the top seller of variable annuities in the U.S., reports a strong 2015.

Ex-DOL Official: ‘Legitimate Grounds’ for Fiduciary Litigation

March 11, 2016

Bradford Campbell, former assistant secretary of the Department of Labor, said the agency acted ‘arbitrary and capricious’ with some of its fiduciary rule decisions.

Exclusive

‘More Buyers’ Needed For RIA Firms

March 10, 2016

Each year, about 80 RIA firms should be swallowed up by M&A activity. Every year during which the 80 or so RIAs aren’t sold means an increasing backlog and more supply, one analyst said.

Exclusive

The Commission Conundrum: How Are UK Consumers Doing?

March 9, 2016

The Department of Labor says investors will benefit from its fiduciary rule. How is the decision to ban commissions working out for consumers in the United Kingdom?

Exclusive

Advisors Yet to Realize the Power of Technology

March 9, 2016

A new NAIFA survey of advisors reveals a beginner’s comfort level with technology. Advisors need to incorporate more technology in their businesses if they are to remain competitive, an analyst says.

Exclusive

Senators Question DOL Priorities on Fiduciary

March 9, 2016

If the Department of Labor is soliciting study data on retirement saving habits, Republican senators say, then it shouldn’t be moving forward with a fiduciary rule.

Gen Xers, Like, Might Not Be Able to Retire

March 8, 2016

A new survey reveals trepidation among Gen Xers when it comes to retirement preparedness. Just 8 percent of Gen Xers have enough saved to support themselves in retirement.

MetLife Still ‘Too Big To Fail’

March 8, 2016

With its decision to maintain MetLife’s systemically important financial institution (SIFI) designation, federal regulators signal their intention to keep up the pressure on big insurance carriers and other financial institutions.

M&A Among RIAs Soars in 2015

March 7, 2016

Mergers and acquisitions involving registered investment advisors more than doubled from 2013 to 2015, according to a new report. Activity indicates confidence on the independent model, analysts say.

Americans Uncertain About Interest Rates

March 3, 2016

Americans have a lack of confidence in the economy following the Federal Reserve’s interest rate hike and a rocky start to the year in global financial markets.

Exclusive

Products And Technology Targeting Independents

March 2, 2016

More money each year is flowing into the independent channel compared with the captive advisor channel. Product developers and technology vendors are aware of those assets streaming into the independent advisor market.

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