Municipal advisors looking to conduct business in the $3.7 trillion municipal securities market have until Tuesday, July 1, to register with the Securities and Exchange Commission (SEC)…
African-Americans are less confident than other ethnic segments in their ability to plan for the future, and are therefore willing to credit their advisor for their successes…
Remember, the No. 1 regret cited by retirees in one recent survey was that they didn’t put away enough money early enough…
Less than half of Americans say they feel financially secure. That instability can be particularly difficult for members of Generation X, many of whom are in the throes of juggling work and family responsibilities along with saving for retirement…
Ohio National Financial Services has bought a 50 percent stake in the Brazilian life insurance company Centauro Vida e Previdencia…
The more advisors throw at their clients in terms of financial planning or investments, the more they risk turning off Gen X women…
For advocates of raising the standards of conduct for financial advisors, spring has been a cruel season indeed, but for opponents of the blanket fiduciary standards the delays this year feel very much like last year…
Lincoln Financial Group, which has rapidly ascended the variable annuity (VA) league tables, has announced the launch of a new VA offering traditional and alternative asset investment classes…
Allianz Life has announced that it has extended its agreement with the global investment company Barclays to use a Barclays-branded index that reflects the performance of an allocation strategy across stock and bond asset classes…
Some states are ripe for growth in retail annuity sales this year. Others have such competitive markets that potential for growth may be limited. Still others are humming along with annuity sales close to valued benchmarks…
Thirteen annuity companies currently offer a total of 15 deferred income annuities (DIAs). At least eight more DIAs will debut this year, making for a total of 23 DIAs available for sale by year-end…
Research has found that in the 401(k) market, financial advisors lag only the 401(k) provider as a source of investment advice. But advisors rise to the No. 1 spot as the investor gets older…
It seems as if financial advisors and retirement plan sponsors or employers still have some work to do to bridge the gap between what employers expect from their retirement plans and how financial advisors measure an effective retirement plan…
Noninsurers that have recently entered the annuity market are likely to stick around as they benefit from rising rates and apply their well-honed asset management skills, according to an analysis…
Two values particularly mark this year’s 2014 MetLife Qualified Retirement Plan Barometer (QRPB) survey of Fortune 1000 retirement plan sponsors: income and simplicity…
Are you ready to serve the baby boomers as they transition into retirement?…
Timeline shows Alan S. Lewis’ path from annuity agent to felony defendant…
What robo-advisors have in information management, they lack in the most important aspect: human interaction…
Taxes hit retirees harder than they think, and one reason may be that not enough advisors are really paying attention, according to a new survey…
