Guardian has added 21 new investment options for businesses using the company’s Choice and Advantage investment offerings, which are used to fund qualified retirement plans…
Thomas W. Vander Luitgaren sued Sun Life Assurance Company of Canada and its parent, Sun Life Financial, on the grounds that paying the benefits through such an account was an act of self-dealing in retirement plan assets…
Those simple-looking forms might harbor traps for agents, advisors and clients…
Financial planners sometimes get so immersed in the vocabulary of the financial advisory world that they sometimes “talk over clients.”…
Draft rules are part of the federal government’s new regulatory framework of the $3.7 trillion municipal market…
The bills loosen restrictions around multiple-employer benefit plans, making it easier for employers to transfer many of the fiduciary responsibilities and liabilities associated with such plans…
A peek at how much registered investment advisors might be expected to pay if Congress passes user-fee legislation to charge advisors for exams…
Average bank investment program revenue per household rose to $46 last year, a 21 percent increase over 2012, as advisors managed more money for fewer households…
Consumer demand for protection and guaranteed income, particularly in fixed annuities, drove overall annuity sales to $59.9 billion in the second quarter…
This niche-within-niche approach to client interaction is where the future of advisor relationships is going…
The National Association of Insurance and Financial Advisors (NAIFA) is urging producers to contact their congressional representatives about enacting the NARAB II legislation this year…
Juli McNeely describes the major government relations issues faced by the National Association of Insurance and Financial Advisors in the coming year…
Municipal securities regulators are requesting comments on a proposal to expand pay-to-play rules to municipal advisors…
By Steve Sanders Most life insurance professionals look beyond the life insurance industry for major trends that may impact our…
Workers who use advisors set aside, on average, 9.5 percent of their pretax salaries to their retirement plans compared with 8.6 percent for workers who don’t work with advisors…
What policyholders should know if they are considering a life settlement to help fund retirement…
Why so many Americans are uninsured and underinsured for life insurance has the industry concerned not so much about its own future but about the future of middle-class Americans and their ability to protect their families…
Young advisors share their challenges and successes at NAIFA…
Why so many Americans are reluctant to have the conversation…
