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Exclusive

Tax Reform Could Cost Industry $583B Over 10 Years

October 17, 2014

Who’s going to get gored and by how much will have to wait until after the Nov. 4 elections…

Exclusive

New York Life DIA Reaches Sales Milestone

October 17, 2014

This is an indication of the demand from pre-retirees for guaranteed income and investment simplicity, the company said…

Exclusive

Elder Victims Lose $30K On Average To Scams And Theft, Survey Finds

October 16, 2014

Victims of elder abuse are more likely to lose money at the hands of people who are familiar to them…

Exclusive

Disclosure A Thorny Issue For Target-Date Funds

October 15, 2014

The difficulty in how or what to disclose to retirement investors about what they need to know regarding target-date funds (TDFs)…

Exclusive

Fixed Annuities Must Tell A Simple Story

October 15, 2014

The public is not getting a balanced picture about annuities and the time has come for the industry to go on the offensive and paint the product in a more accurate light…

Exclusive

Most Millennials Seek Budgeting, Savings, Lending Advice

October 15, 2014

For many members of Generation Y, budgeting is difficult and that’s why they need help…

Exclusive

Carriers Ramping Up For FIA Sales Through B/Ds

October 15, 2014

Studies suggest a growth opportunty for annuity sales with the insurance agent population…

Exclusive

Inheriting An Advisor, Along With Great Wealth

October 14, 2014

Millennials from wealthy familiar are likely to “inherit” their parents’ financial advisor…

Exclusive

Principal Financial Sweetens NQDC Offering

October 13, 2014

The new feature offers more choice and flexibility for employers looking to finance their nonqualified deferred compensation (NQDC) plans, the company said…

Exclusive

Regulators To Hold Compliance Briefing For Municipal Advisors

October 10, 2014

Federal, municipal and industry regulators have announced the opening of registration for the first compliance outreach program for municipal advisors on Nov. 3 in Chicago…

Exclusive

ACA Assisters Face ‘Huge’ Barriers To Insurance Literacy

October 10, 2014

Health insurance marketplace assisters share the frustrations and rewards of working on the front lines of helping consumers enroll in coverage…

Exclusive

Cancer Patients Unprepared For Costs

October 10, 2014

The average cancer patient incurs $712 in monthly bills for doctors, co-payments, prescription drugs and other expenses related to treatment, a survey found…

Exclusive

Lincoln Adds Guaranteed Withdrawal Options For Retirement Plans

October 9, 2014

Lincoln Financial Group is offering a group variable annuity, and the program is designed to protect retirement savings when the market declines, while allowing for the participation in rising markets….

Exclusive

Seeing Opportunity And Going For It

October 9, 2014

Phoenix Companies is teaming up with three independent marketing organizations and a call center and distribution for two new term policies…

Exclusive

Court Dismisses Fees Case Against John Hancock

October 8, 2014

The U.S. Court of Appeals for the Third Circuit in Philadelphia said retirement plan participants failed to show that John Hancock was an investment advice fiduciary under the Employee Retirement Income Security Act (ERISA) and the Investment Company Act of 1940…

Exclusive

Vendor Versus Partner: What Advisors Can Learn from Fast Food

October 8, 2014

Approaching a client relationship like a partnership can yield lasting rewards…

Exclusive

Fidelity & Guaranty Lands Two Big Guns

October 8, 2014

The changes signal potentially greater competitive prowess on the part of Fidelity & Guaranty Life, more insurance expertise at the top, and possibly more insight into where this born-again company might be going…

Exclusive

Telehealth: The Next Health Care Frontier

October 8, 2014

Issues around telehealth raise all sorts of questions about payment, services, fairness, equal access and even survival…

Exclusive

A Cautionary Tale For The Standard Of Care Issue

October 8, 2014

Many investors in the United Kingdom say that financial advice has become too expensive. Is it a cautionary tale for the uniform fiduciary standard in the U.S.?

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