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TAMPs and fee-based annuities headline first day of RIA Summit 2022
Turnkey asset management platforms can help advisers grow their practices, panelists say.
3 guaranteed-income strategies for an uncertain economy
Investors are clamoring for guaranteed-income strategies this year primarily due to an uncertain stock market and spiraling inflation.
LPL sees demand for yield products amid down market
Commission revenue for fixed-income investments and annuities increased in the third quarter at LPL.
Merger to create mega life insurance marketing organization
Libra Insurance Partners and Insurance Designers of America have agreed to merge.
Annuity sales soared again in third quarter
Total annuity sales rose 27% to $79.6 billion in Q3, Limra reported, while fixed-rate deferred annuity sales came in 159% higher than in the same quarter last year.
ETF would give retail access to catastrophe bonds
The ESG product would seek to expand disaster coverage and provide pricing transparency.
Lead broker-dealer seller of GWG L bonds sues its insurers
'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.
Satisfaction down, regret up for insurance and annuity owners, says J.D. Power study
Customer satisfaction drops soon after life insurance and annuities are purchased according to a new survey.
Hub acquires Northern California-based Quintes
The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.
Life insurance can be a valuable asset for seniors battling inflation
Selling life insurance policies can help retirees meet expenses, but such transactions, known as life settlements, are overlooked by the financial planning world.
Concourse Financial names David Perry CEO
Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.
Republicans advocate for retirement investments in private equity, crypto
The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.
Insurance benefits seen as useful tool for attracting, retaining employees
Limra estimates 86 million employees could have access to new insurance benefits within 2 years.
New tool helps define retirement income styles
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Insurers talk big, spend small with diverse asset management firms
The largest American insurance companies have uneven track records with diversity when it comes to selecting asset managers.
Clients want advice about their Medicare options
Most advisers agree they should be providing health care advice, but they say they need better tools.
Open enrollment tip: Don’t just go with the group life insurance, get individual as well
Bob Gaydos, CEO of Pendella, explains why employees need to focus on individual life insurance coverage.
Integrity extends summer buying spree with Heartland purchase
Dallas-based Integrity is once again adding to its footprint with the the acquisition of Kansas City, Missouri-based Heartland.
Big change is coming for 401(k)s
The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.
Inflation nudges retirement plan participants to adopt healthy habits
While the current economy is causing uncertainty and jitters, it’s also encouraging participants to act more like institutional investors.
