Annuities Planning

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Advisor Emporium

Van Eck Offers Alternative Mutual Fund Van Eck Global, a money manager that offers diversification through global investing, is creating the Van Eck Multi-Manager...

FINRA Fines Bank B-Ds For Variable Annuity Sales

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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

For years, many sophisticated financial advisors and others have taken a very dim view of insured investment products, like variable annuities...

Unsuitable Annuities Tied To Reverse Mortgages

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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

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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

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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. 

Total Service

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Baystate Financial uses its wide array of services to advise small business owners.

VUL Slides With Market

by Raymond Fazzi

Variable universal life continues to be the black sheep of the life insurance product family.

New Clients, Anyone?

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Some advisors are turning the worst bear market in decades into a growth opportunity.  Here's how they're doing it.

Does Asset Allocation Need A Facelift?

by David J. Drucker

Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?

Steady Eddy Annuity Bets

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The economic downturn is driving interest in fixed annuities.

Frontline News

Frontline News

The Annuity In Winter

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Could variable annuities gain some luster after a horrible year in the fund world? ...

Fixed Annuity Sales Up As Variable Sales Go Down

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Sales of annuities this year are on a record-setting pace despite declining interest in variable annuities, according to...

Advisor Emporium

Donor-Advised Charitable Giving Grows Despite the economy, grants to charities through some of the largest donor-advised funds are up...

Tackling Longevity Risk

by Mary Rowland

Wouldn't it be nice if we could use 401(k) money to buy annuities with pretax dollars?

Let's Make A Deal

by Mary Rowland

Many readers told me my April column was off. I'll keep trying if you keep complaining.

Living Long, Living Well

by Tracey Longo

Retirees' fears of outliving their money propel longevity insurance and annuities.

Something To Live With?

by Jay Kabad

Advisors should carefully examine the guaranteed withdrawal benefits of some annuities.

ADVISOR EMPORIUM

Two Firms Target Fee-Only Advisors Phoenix Companies Inc...

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