Allianz Life Insurance Company of North America has partnered with eMoney Advisor to launch a tool to help advisers demonstrate the value of annuities, the companies said in a release.
Allianz Life has access to eMoney Premier, the firm’s most robust planning package, which includes basic and advanced planning tools as well as the eMoney client portal and advanced analytics tools.
“Now more than ever, embedding risk management strategies into financial plans is critical,” said Eric Thomes, chief distribution officer for Allianz Life.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
