by
Ben Mattlin
Different products provide various strategies for retirees.
by
Eric Rasmussen
Finra said ONESCO failed to stop a broker from putting clients into unsuitable variable annuity strategies.
by
Tracey Longo
The state could appeal a court rejection of its best-interest annuity rule.
by
Tracey Longo
Insurance agents and advisors in New York won a lawsuit to overturn the state's best interest sales standard.
by
Paul R. Samuelson
Changes in federal and state tax laws can impact taxes on a household portfolio.
by
Karen DeMasters
Jirele will succeed CEO Walter White after his retirement later in the year.
by
Tracey Longo
Finra levied $57 million in fines last year, up from $40 million in 2019, said Eversheds Sutherland.
by
Ben Mattlin
Amid low interest rates and volatile stock movements, what role do annuities play in retirement income?
by
Tracey Longo
But registered index-linked annuities were an industry bright spot, according to the Secure Retirement Institute.
by
Karen DeMasters
DPL Financial Partners will use the money for technology and infrastructure.
by
Ben Mattlin
Should clients wait for higher interest rates before buying these products?
by
FA Staff
BlackRock has added to its lineup of iBonds, announcing the launch of the iShares iBonds 2026 Term High Yield and Income ETF (IBHF).
by
Jacqueline Sergeant
SRI said many investors are shying away from annuities because of low interest rates and market uncertainty.
by
Tracey Longo
The regulation requires advisors to “act in the best interest of the consumer when recommending or selling an annuity.”
by
Christopher Robbins
The SS&C Advent Insurance Marketplace offers RIAs access to fee-only insurance products.
by
Tracey Longo
The firm agreed to the penalty to settle charges it unnecessarily switched clients out of variable annuity products.
by
Fintechnews Staff
Signal Advisors brings a very different look to insurance-based independent marketing organizations.
by Fintechnews Staff
John R. Charles previously served as V.P., commercial banking strategy at J.P. Morgan.
by
Christopher Robbins
The Detroit-based firm combines insuretech with an independent marketing organization.
by
Jacqueline Sergeant
The drop was due to the economic impact of the coronavirus pandemic and low interest rates.
