- 401(k) plans
- Business Transitions
- Charitable Giving
- Estate Planning
- Practice Management
- Retirement Income
- Retirement Planning
- Social Media
- Tax Planning
- Variable Annuities
- Women in Planning
- Alternative Investments
- Fixed Income
- Mutual Funds
- Real Estate/REITs
- U.S. Equity
The head of the nation’s largest research trade association for the financial services industry sees potential for independent financial advisors to make money by selling life insurance.
SEC exams will put a greater focus on variable annuities next year, the agency’s exam and inspection chief said Thursday.
Prudential Financial, the second-largest U.S. life insurer, reported a quarterly profit that fell short of market estimates by a wide margin, mainly due to losses tied to its derivatives program.
The insurance firm has named its retirement business Empower reflecting a new era for plan sponsors.
The goal is to have defined contribution plans, defined benefit plans and individual retirement accounts joined in one pool of money or together in a list that workers can readily see, he says.
The U.S. Treasury Department said on Friday it was tweaking its policy for retirement funds to encourage savers to buy annuities, a measure aimed to keep them from outliving their savings.
Annuities come in all shapes and sizes and advisors need to be able to tell their clients the advantages and problems of each, say three advisors.
The Australian Centre for Financial Studies, in conjunction with Mercer, has ranked the retirement systems of 25 countries.
LPL Financial has agreed to reimburse more than half a million dollars to investors to settle complaints over switching annuities, a securities regulator said
The Insured Retirement Institute, the trade group for the annuities industry, named LPL Financial President Robert Moore as its new chairman.