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The Insured Retirement Institute, the largest annuity trade group, on Tuesday laid out its 2015 “wish list” for Congress and federal agencies.
The U.S. securities investor watchdog office unveiled its list of the top products and practices that bedeviled mom and pop investors in 2014.
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.
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.
Industry-wide annuity sales rose to $59.9 billion in this year's second quarter, a 9.9 percent increase from last year.
The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.
David Lau, Jefferson National Financial’s chief operating officer, has vacated the post after nine years with the company, company officials confirmed today.
Prudential Plc, the largest U.K. insurer by market value, extended its lead in U.S. variable annuity sales at its Jackson National Life unit as rivals scaled back.
Jeff Pruitt has joined the firm from PNC Asset Management.
The question for advisors is how best to choose the right managers.
Donor-advised funds can help facilitate the conversion of appreciated assets into tax-effective charitable contributions.
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