A survey found that 47 percent of employers report having moved to a defined contribution model or are implementing such a model for health and benefits…
Data analytics can help to find where the best annuity prospects live…
The Securities and Exchange Commission has collected testimony from various interest groups over the past 18 months in support of and against applying a uniform fiduciary standard…
Supplemental insurance is important as employees fill gaps in their employer-sponsored coverage…
Members of Generation Y are quite familiar with financial planning, and they may be more familiar with planning than many people give them credit for…
By Cyril Tuohy InsuranceNewsNet A new survey by Voya Financial finds that defined contribution plan participants investing in target date…
In the past the “testimonial rule,” rule 206(4) of the Advisers Act, had been subject to abuse as advisors posted or published reviews and testimonials in advisors’ advertisements that could be construed as fraudulent and misleading, a violation of rule 206(4), the SEC said…
With millions of baby boomers expected to retire over the next 15 years, demand from people looking for ways to extend term life coverage into retirement will grow…
Researchers say that fees are main regulatory issue in improving the outcomes of retirement plans…
As the annuity industry improves, so do the fortunes of the sales channels. But despite the torrent of fee income to banks in 2013 from bank-sold annuities, selling annuity products is no slam dunk for banking institutions…
The mobile-optimized website offers new education and client engagement materials and income planning resources to help advisors grow and manage their business…
Allianz is bullish on the future for the fixed index annuity business in the rep space…
Pacific Life’s Retirement Solutions Division (RSD) is broadening its sales strategy beyond variable annuities…
Many advisors appear to lack foresight about how to capture a new generation of younger investors, according to a study…
How analytics gives carriers and advisors “eyes in the back of their heads”…
A deal with JP Morgan makes Great-West the second-largest retirement services provider in the U.S. …
Industry leaders look at some ways to address the aging of the agent force…
The first quarter was marked by some small advisory shops leaving one broker/dealer for another. Here’s a rundown of some of the most notable moves…
The top bank holding company in annuity fee income last year was Wells Fargo, with $837 million, up 10.28 percent from 2012…
