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Annuities Articles
Five Ideas To Create Opportunity
by Harry DalessioRetirement plan advisors have a tremendous opportunity to retain and grow business.
CFTC To Investigate Whether Benchmark Was Rigged
by Bloomberg NewsCFTC investigators are poring over 1 million e-mails and instant messages as part of a probe of a swaps benchmark that helps determine interest rates on everything from annuities to bonds linked to...
Apollo, Guggenheim Among Firms Said to Face Review
by Bloomberg NewsSeveral money managers have been subpoenaed by New York’s financial watchdog in a probe of retirement-account investment risk, says a source.
Got Gamma?
by Dan MoisandColumnist Dan Moisand gives his impressions of "gamma," a measure of how much financial planning decisions add to clients' goals and the subject of Morningstar research.
Part Way There
by Joel P. BruckensteinThis annuity provider beats its competitors in delivering helpful technology to advisors, but it should do more.
Baby Boomers Seek Income Over Returns
by FA StaffBaby boomers value guaranteed income in retirement over higher returns, according to a new survey.
ING U.S. Expects $600 Million From IPO
by Bloomberg NewsING U.S. Inc., an insurance unit of the largest Dutch financial-services company, expects to get gross proceeds of about $600 million from a planned U.S. initial public offering.
Lessons Learned: Investors Relying More On Advisors Post Financial Crisis
by Kathy LynchMore people rely on advisors now because they were so pleased with the advice they got from them during the 2008 financial crisis, says a new Fidelity survey.
Jackson National Reports Record Net Income For 2012
by FA StaffJackson National reported record net income of $992...
Prudential Says Annuity Fees Would Make Bankers 'Dance'
by Bloomberg NewsPrudential Financial Inc. said Wall Street should appreciate the fees the life insurer makes on the retirement products, even as some competitors cut sales to reduce risk.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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Five Ideas To Create Opportunity
Retirement plan advisors have a tremendous opportunity to retain and grow business. + Read more
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What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more

