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But they also think volatility will continue over the year.
Few in the advisory industry view the fiduciary proposal as a cure-all.
There could be an advantage to buying annuities before rates decline.
ML&R, based in Central Texas, has $2 billion in AUM.
A company survey of insurance executives also found a significant decline in inflation worries.
Inflation riders can account for 15% to 20% of total LTC policy premiums.
With $9 billion in assets, Idaho-based Caprock is now starting to expand through acquisitions.
Trying to meet clients' desire to "do good" while investing often runs into gray areas, they say.
Total sales by independent agents and broker-dealers grew 29% last year.
The macroeconomic data tells only part of the story.
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