Subcribe to Financial Advisor magazine
Annuities
 
Latest Look
By Leslie Scism, February 2010 issue
Redesigned variable annuities are pitched to investors.
 
Advisor Seeks Support For Annuity
Wednesday, 30 December 2009
An advisor speaks out about an annuity that he thinks is underused but makes sense for clients entering retirement and worrying about stock-market volatility.

fagreen
Click Here

Private Wealth cover 0110
Click Here

 
Annuity Process Needs Streamlining
Monday, 14 December 2009
Automation and standardization will be the keys to success for advisors and broker-dealers who handle annuities for retirees in the near future, say some experts.
 
US Fixed Annuity Sales Slump In Third Quarter
Thursday, 19 November 2009
As the stock market shows signs of recovery and fears of increasedinflation mount, older investors and retirees who turned to fixedannuities are looking elsewhere.
 
Annuities For The Middle Class?
Tuesday, 22 September 2009
Given the widespread fear in the Great Recession, it’s no surprise annuity sales have skyrocketed over the last year.
 
Ameritas Fined In VUL Sales
Thursday, 06 August 2009
Ameritas has been fined $100,000 and one of its brokers has been suspended and fined for convincing customers to borrow against their homes to buy variable universal life insurance policies.
 
Advisor Emporium
August 2009 issue
 
FINRA Fines Bank B-Ds For Variable Annuity Sales
Thursday, 23 July 2009
FINRA has fined five bank broker-dealers a total of $1.65 million for deficient supervision and procedures involving variable annuity, mutual fund or unit investment trust transactions.
 
Clients Demanding Insured Investments
Thursday, 23 July 2009

For years, many sophisticated financial advisors and others have taken a very dim view of insured investment products, like variable annuities. The high internal fees, combined with juicy commissions and complex withdrawal rules, have spawned a relentless series of articles in the consumer press castigating VAs as bad investments. Yet in the wake of last year’s market meltdown, clients are searching as never before for guaranteed investment products that protect principal.

 
Unsuitable Annuities Tied To Reverse Mortgages
Friday, 10 July 2009
As more financial advisors sell insurance, a recent report indicates some could be unsuitably cross-selling annuities in conjunction with reverse mortgages.
 
Middle-Class Retirees Worse Off
Wednesday, 24 June 2009
Middle-class retirees and those nearing retirement are even worse off now than they were six months ago, says a new study by Ernst & Young. 
 
FIxed Annuities Set Sales Records
Monday, 01 June 2009
U.S. fixed annuity sales are soaring and even variable annuities didn't take as big of a hit as the S&P 500, according to reports on first quarter sales of annuities. 
 
VUL Slides With Market
By Raymond Fazzi, June 2009 issue
Variable universal life continues to be the black sheep of the life insurance product family.
 
Total Service
By Karen DeMasters, June 2009 issue
Baystate Financial uses its wide array of services to advise small business owners.
 
Does Asset Allocation Need A Facelift?
By David J. Drucker, May 2009 issue
Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?
 
New Clients, Anyone?
By Eric Rasmussen, May 2009 issue
Some advisors are turning the worst bear market in decades into a growth opportunity.  Here’s how they’re doing it.
 
Steady Eddy Annuity Bets
By Eric Rasmussen, April 2009 issue
The economic downturn is driving interest in fixed annuities.
 
Frontline News
April 2009 issue
Frontline News
 
The Annuity In Winter
By Eric Rasmussen, February 2009 issue
Could variable annuities gain some luster after a horrible year in the fund world? ...
 
Fixed Annuity Sales Up As Variable Sales Go Down
Friday, 12 December 2008
Sales of annuities this year are on a record-setting pace despite declining interest in variable annuities, according to...
 
«StartPrev12NextEnd»
Page 1 of 2
When the IRS Comes Auditing
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
Read more...
 
Ask The Right Questions
That’s when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.
Read more...
 
Managing Retirement Income
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.
Read more...
 
Retirement: It's Back To Basics For Many
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.
Read more...
 
A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

Read more...
 

Discussion

Should all advisors fall under one self-regulatory organization and could that happen on Mary Schapiro’s watch?

Join the Discussion

 





 


Financial Advisor magazine on twitter

LinkedIn-logo