Displaying 238 results
Annuities group takes issue with SEC’s proposal on EIAs
Re: the two articles in the July 14 issue, under the headline "State insurance regulators are angry about EIA proposal," the National Association for Fixed Annuities is aware of the uncertainty and speculation that exists as a result of the Securities and Exchange Commission's proposal that would regulate equity index annuities as securities rather than insurance products.
Viewpoint/Letters
In response to Evan Cooper's July 9 OpINion Online column, "Dick Grasso: He earned every penny," it would take a person 187 years earning $1 million a year to match former New York Stock Exchange Chairman Richard Grasso's obscene pay package — never spending a penny.
Advisers should live up to fiduciary responsibility
An article in the June 23 issue, "Schwab faces adviser discontent," which focused on the Schwab Yield Plus Fund, from The Charles Schwab Corp. of San Francisco, noted that at least some retail clients have received settlement offers, whereas institutional clients haven't, according to several sources.
Story on foreclosures among celebrities isn’t news
The press, this publication included, never ceases to make me laugh.
Advisers should read annuity contracts
I commend InvestmentNews for the excellent job it is doing on reporting about product developments, particularly as related to the integration of insurance and money management platforms.
Life insurers support National Insurance Act
Concerns that an optional federal charter would result in overlapping and conflicting regulation are ill-based ("Will optional federal charter lead to more regulation?" May 26).
Advisers should encourage clients to call with concerns
I found the article in the May 12 issue "Legal cases bring scrutiny to life insurance applications" very interesting, especially in light of an incident that came up about two months ago.
None of the candidates has a handle on the estate tax
In response to your April 14 story “With candidates behind estate tax, chance of repeal seen as unlikely,”…
End the ‘silly debate’ on fiduciary status
Re: the April 7 article "Advisers gear up to battle Treasury." Not this financial adviser.
Clinton’s estate tax plan is the wrong approach
I really get wound up reading Sen. Hillary Clinton's proposed idea of using estate taxes to provide a new matching, refundable tax credit for retirement savings as reported in the April 14 issue story "With candidates behind estate tax, chance of repeal seen as unlikely."
Lifetime-income riders on VAs require discussion
In the March 24 issue article "Advisers still poke holes in retirement income products," you discuss opinions on the variable annuity lifetime-income riders.
End the ‘silly debate’ on fiduciary status
Re: the April 7 article “Advisers gear up to battle Treasury,” not this financial adviser. If an…
Insuring a child’s life is a poor college savings tool
I have a regard for most of the material I read in InvestmentNews, which is why I did…
Advisers likely fiduciaries under state common law
Attorney Jon Drucker’s letter to the editor in the April 7 issue pointed out that fiduciary status attaches…
Plan sponsors have a fiduciary responsibility
Well done on "Plan producers shy away from fiduciary insurance," an excellent, timely article in the March 24 issue.
Reverse-mortgage warning is incomplete, inaccurate
Regarding the story in the March 17 issue, "More to reverse mortgage warning?" there are at least three aspects of this warning that are incomplete or inaccurate.
Smith Barney wealth exec’s comments are on target
I really enjoyed the article "Independents ahead in retirement race" in the Feb. 25 issue.
Advisers shouldn’t control clients’ LTC plans
It is a scary thought to have financial advisers control long-term-care plans.
Momentum is building in favor of fee transparency
I read with a bit of bemusement the letters to the editor that your Jan. 14 editorial on 12(b)-1 fees elicited.
Momentum is building in favor of fee transparency Dumbfounded by advice from FPA on stimulus package
I read with a bit of bemusement the letters to the editor that your Jan. 14 editorial on…
