As the financial services industry moves toward a fiduciary standard, prizes for top insurance sellers smack of conflict.
<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?
The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.
Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.
Underfunded universal life policies' loss may be a gain for secondary insurance market.
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
Average costs could exceed Social Security benefits in the future.
Advisers say more mega-sized defined contribution plans taking up lifetime income provides a signal to the broader retirement market.
The insurer will acquire LearnVest for an undisclosed amount, with LearnVest saying its platform will maintain its brand identity and business relationships.
Blame the temporary reduction on higher Medicare premiums.
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
First quarter regulatory filings suggest that insurers aren't ramping up big new product releases but hybrid annuites appear to be making a comeback, with Voya charging back into the market.
About 30,000 current and former annuity owners claim company failed to pay proper dividends on contracts sold 30 years ago.
Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?
This offer affects more than 30 types of variable annuity contracts issued by the insurer
Tuesday's <i>Breakfast with Benjamin</i> features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.
Run-up of DIAs in recent years points to a new retirement income stream for clients. <b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150222/ANNUITIES2015" target="_blank">Our full special report on annuity strategies</a>)</b></i>
