If you’re out on a date for Valentine’s Day, you are better off talking about life insurance than you are bringing up the subject of debt…
High-performing registered investment advisor (RIA) firms, which typically deliver between one and two times the growth, profitability and productivity of other firms, use technology to help them deliver the big numbers, according to the 2013 Fidelity RIA Benchmarking Study…
Indexed annuities have started the year with signs that the vigorous product expansion seen last year may continue into this year…
Ed Friderici is on a crusade. He said many consumers are not moving into protection products as they approach retirement. These pre-retirees don’t know what products they own or where their assets are invested. He means to change that…
Nationwide, looking to capitalize on the recent demand for indexed annuity products, announced it has launched an indexed annuity branded as New Heights…
For the amount of time and the size of investment dollars many mutual funds and insurers spend making their websites easy and friendly for advisors, satisfaction levels among advisors are still surprisingly low, according to a new report…
Jackson National, a top seller of annuities, said it will extend its alternative investment educational campaign for advisors into 2014 after reaching more than 10,000 advisors last year through seminars and training programs…
Minnesota Life, the life insurance unit of Securian Financial Services, announced it has joined the list of life insurers making it possible for policyholders to enroll for term life using their mobile devices…
For ING U.S, it’s a new year and a new brand. Now, a bevy of new faces and young managers step into senior positions to guide the company as a stand-alone insurance carrier freed of its Dutch parent in the wake of last year’s initial public offering…
For senior managers at the peak of their earning powers, relying on two or more financial advisors isn’t unusual, and high net worth investors often lean on a cadre of advisors to help them with complex asset transfers and estate planning…
Guardian Life, which ended the year with a strong push to recruit women financial advisors, announced it hired 892 new financial representatives in 2013…
Fidelity Financial Advisors Solutions has introduced a new tool for financial advisors looking to model fixed-income portfolios as interest rates rise with the scaling back of the Federal Reserve bond-buying program…
Demand for alternative investments by financial advisors in search of higher returns has caused the Securities and Exchange Commission (SEC) to issue a “risk alert” regarding advisor due diligence in accordance with the Advisers Act…
Move over, MyRAs. Small deposit fixed annuities are here. Well, let’s rethink that…
The Securities and Exchange Commission (SEC) is putting rollover individual retirement account (IRA) recommendations and sales practices on its radar screen, with special focus on potential conflicts of interest…
Tom Marra, president and chief executive officer of Symetra Financial, said the company would push even harder to sell fixed, indexed and single-premium annuities through banks and broker/dealers in 2014 to take advantage of rising interest rates…
A blizzard of activity around retirement legislation swept through the nation, heating up the debate about long-term savings, current spending and guaranteed income after the working years. Just what is going on?..
Americans say they want their retirement plans to generate guaranteed monthly income, but many plan participants either do not have a lifetime income option or are unsure of whether their plans even offer one, a recent study finds…
Heralded not long ago as an answer to the galloping cost of college tuition, 529 plans got off to a fast start, but the economy pulled back the reins…
