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Exclusive

October Focused On Women Advisors

October 26, 2015

October is seeing a frenzy of activity centered on generating interest and support for women in the financial services industry.

Exclusive

Women Lead Men In Longevity And Generosity

October 26, 2015

Retired women are more generous than retired men in giving funds to worthy causes as well as to family members, a study showed. This has implications for retirement planners.

Exclusive

Principal 3Q Income Rises, Ameriprise Profit Sinks

October 23, 2015

Here is a rundown on how two financial services companies performed in the third quarter.

Why Do You Need An Insurance Broker Bond?

October 23, 2015

By Shire Lyon Are you feeling confused about the insurance broker bond you were told you need to have? Don’t…

Conservative Groups Call for Defunding Fiduciary Rule

October 23, 2015

Thirty-three right-leaning groups call on Congress to defund fiduciary rule.

Exclusive

Advisors Divided Over Impact Of Robo-Advice

October 22, 2015

Advisors who haven’t yet warmed to the idea of competing for business with robos concede that Internet-based models are necessary to capture young investors whose long-term investment needs will grow.

Exclusive

Motivating Clients To Manage Their LTC Risks

October 22, 2015

Consumers are failing to plan for long-term care expenses, even though they’re “scared” of the risk, according to a Lincoln Financial study.

October 22, 2015

Cybersecurity Bill Trimmed by NAIC

A simplified version of the NAIC Cybersecurity Bill of Rights outlines six “rights” consumers can expect from insurance carriers and brokers.

October 21, 2015

Education Needed to Trigger Annuity Market

Financial professionals are still pushing accumulation strategies when older clients are most worried about outliving their funds, survey says.

Exclusive

Retirement Income Group Broadens Accessibility to RMA Course

October 20, 2015

Massachusetts school offers Retirement Management Analyst (RMA) designation through online course.

Exclusive

Analysts: 3Q a Likely Downer for Life Insurers

October 20, 2015

A combination of market factors are conspiring to make third-quarter earnings a struggle for life insurers, analysts say, while advisory based businesses are expected to fare better.

Exclusive

RIAs Dominate Retirement Plan Market

October 19, 2015

RIAs make up 5 percent of the total advisor population, but control 44 percent of the total advisor-sold defined contribution market.

October 16, 2015
Exclusive

Advisors Falling Short On Client Suitability Documentation

The findings offer an industry snapshot of where advisors are falling short in compliance.

NAIC Passes Consumer Bill of Rights During Cybersecurity Awareness Month

October 16, 2015

NAIC passes adopts a Bill of Rights aimed at improving consumer protections.

DOL Rule Has Big BICE Changes

October 15, 2015

ERISA expert says DOL fiduciary only rule will be changed, but opponents won’t get all the changes they seek.

Customs Key for Agents to Unlock Latino Market

October 15, 2015

The Hispanic market is growing at four times the rate of the overall population, creating opportunity for insurance agents who learn Latino customs.

Mortality Surprises Lurk In The VA Books

October 14, 2015

Our longer lifespans have numerous implications for the variable annuity industry.

Exclusive

Partnership Aims At Boosting Women In The Industry

October 14, 2015

A recent partnership between the National Association of Insurance and Financial Advisors (NAIFA) and Women in Insurance & Financial Services (WIFS) comes at a time when research finds women’s ascent within advisories has plateaued.

October 14, 2015

More Financial Advisors Looking To Go Independent

But if they do, they might not go solo, according to a report.

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