Variable Annuities

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UnionBanc Investments Fined $100,000 For Unsupervised Annuity Sales

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The Glendale, Calif.-based broker-dealer failed to properly oversee variable annuity exchanges, Finra said.

Can Annuities Boost Retiree Returns?

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Different products provide various strategies for retirees.

Broker's Annuity Strategy Nets $275K Fine For Ohio National Life Subsidiary

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Finra said ONESCO failed to stop a broker from putting clients into unsuitable variable annuity strategies.

Advisors, Agents Worry Over Fate Of Overturned N.Y. Annuities Sales Rule

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The state could appeal a court rejection of its best-interest annuity rule.

N.Y. Supreme Court Overturns Sales Regulations On Annuities And Insurance

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Insurance agents and advisors in New York won a lawsuit to overturn the state's best interest sales standard.

Acting Before Tax Law Changes Is Probably A Loser's Game

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Changes in federal and state tax laws can impact taxes on a household portfolio.

Jasmine Jirele To Be Allianz CEO

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Jirele will succeed CEO Walter White after his retirement later in the year.

Finra Enforcement Fines And Restitution Surged In 2020

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Finra levied $57 million in fines last year, up from $40 million in 2019, said Eversheds Sutherland.

Generating Retirement Income With Annuities?

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Amid low interest rates and volatile stock movements, what role do annuities play in retirement income?

Overall Annuity Sales Fell 9% In 2020

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But registered index-linked annuities were an industry bright spot, according to the Secure Retirement Institute.

RIA Insurance Provider Gets $26M Equity Investment

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DPL Financial Partners will use the money for technology and infrastructure.

The Interest Rate Question For Annuities

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Should clients wait for higher interest rates before buying these products?

BlackRock Adds To iBonds Lineup

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BlackRock has added to its lineup of iBonds, announcing the launch of the iShares iBonds 2026 Term High Yield and Income ETF (IBHF).

Total Annuity Sales Down 8% In 2020

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SRI said many investors are shying away from annuities because of low interest rates and market uncertainty.

Six States Move Forward With Best Interest Rules For Annuities

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The regulation requires advisors to “act in the best interest of the consumer when recommending or selling an annuity.”

SS&C Advent Announces Integrations With DPL's Fee-Only Insurance Platform

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The SS&C Advent Insurance Marketplace offers RIAs access to fee-only insurance products.

Wells Fargo Caused Clients To Pay $1.4M In Needless VA Fees, Finra Says

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The firm agreed to the penalty to settle charges it unnecessarily switched clients out of variable annuity products.

3 Questions With Patrick Kelly Of Signal Advisors

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Signal Advisors brings a very different look to insurance-based independent marketing organizations.

Luma Hires J.P. Morgan Veteran As Director Of Annuity Products

by Fintechnews Staff

John R. Charles previously served as V.P., commercial banking strategy at J.P. Morgan.

Startup Bridges The Tech Gap For Independent Advisors Selling Insurance

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The Detroit-based firm combines insuretech with an independent marketing organization.

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