The attendance record comes during a year when Million Dollar Round Table membership also has reached a new high…
Selling financial products to older clients who may have reduced mental capacity that is not recognizable is “one of the major issues facing financial advisors today,” said a speaker at the Million Dollar Round Table 2014 annual meeting…
Higher bank-sold fixed annuity sales were due to a more diversified product mix, with indexed annuities a particular favorite of the bank channel…
The new rules, proposed by the Municipal Securities Rulemaking Board (MSRB), are part of a regulatory framework designed to bring more order and structure to a traditionally opaque and unregulated part of the securities market…
A futurist said that advisors need to have a business plan “for a world where everybody knows everything.”…
The confidential electronic survey will assess the business activities of municipal advisory professionals…
A survey revealed that 82 percent of retirees working with an advisor are more likely to say they are able to do the things they want in retirement…
A New Jersey-based general agency has developed a team of Indian financial advisors geared to serving the South Asian market in the greater New York City suburbs. Their distribution model could serve as a model to reach the nation’s growing ethnic markets…
The tools available via Social Security 360 are designed to give advisors and their clients “a clear understanding of their options to identify a filing strategy” for the program…
A new study indicates fixed index annuities tend to experience “steep” shock lapses following the end of their surrender charge period…
Fewer seniors are living in nursing homes, even as the senior population increases. So who is handling all the long-term care needs?…
An Aflac survey is one of the first to offer a glimpse of employer uptake in the wake of the Affordable Care Act…
A poll found that 74 percent of broker/dealer and registered investment advisor (RIA) company executives see the development of virtual channels as a trend that will benefit the industry…
More thorough and more frequent examination of advisors would “better protect investors and our markets,” Securities and Exchange Commission Chair Mary Jo White told a congressional panel…
Future opportunities for the bulk of the industry’s financial advisors lies with the third and fourth income quintiles…
George N. McKinnon, senior vice president and chief information officer of Symetra Financial, will leave the company June 30, the company has announced in a government filing…
A survey of retirees and preretirees indicated most of those who use a financial advisor are happy with the advice they receive…
The Capital Standards Clarification Act of 2014 would not require the Fed, when establishing risk-based capital standards, to include assets and liabilities of companies offering insurance operating under state-based capital requirements…
A new report outlines the differences between baby boomers, Generation X and millennials when it comes to retirement planning…
