Displaying 46 results
Osaic nabs Lincoln Financial Advisors in latest purchase
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
Target-dates with guaranteed income, the new 401(k) pitch
American Century, Prime Capital Investment Advisors, Nationwide and Lincoln Financial Group collaborated, along with others, on the QDIA.
Adviser managing $186 million moves to Voya from Lincoln
Adrian Dunuwila of Fayetteville, New York, is joining his son Brendan at Dunuwila Wealth Management
Annuity sales hit record in 2019 thanks to new breed of VA
Strong fixed annuity sales and growing demand for registered index-linked annuities fuel last year's sales gain, according to a report from the Secure Retirement Institute
Hybrid managing $275 million moves to LPL from Lincoln
Hege Financial Group is five-adviser team in Winston-Salem, N.C.
Lincoln, other insurers likely to backtrack on New York annuity pullback
New York regulators issued new guidance that puts the industry at ease.
Lincoln, Penn Mutual pull insurance products from New York in wake of best-interest rule
The departures follow the news that Jackson National halted sales of some products in the state.
Insurers pivot amid declining interest rates
American Equity, American Financial Group, Lincoln National and Principal say lower interest rates are leading to reduced annuity payouts and, in some cases, lower sales.
Fee-based annuities still require caution, despite IRS olive branch
The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.
Variable annuity shops eye property and casualty insurers to expand distribution
Jackson National and Lincoln Financial, among the largest VA providers, recently announced distribution partnerships set to kick in next year.
Ohio National stokes adviser fears over annuity trail compensation
Advisers are concerned that Ohio National's "scorched-earth policy" may lead other insurers to take a similar action.
Insurance executives push House to add annuity provision to tax reform bill
Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.
Indexed annuity sales grow among wirehouses, independent broker-dealers
A product design that's more palatable to brokers and a bigger roster of familiar carriers have raised the product profile for brokers.
Universal life insurance lawsuits underscore product risk
Universal life insurance lawsuits may cause you to rethink your policy.
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
Vermont hybrid managing $330 million moves from Lincoln to LPL
Flood Financial Services switches broker-dealer and RIA platforms.
Finra bars former Lincoln Financial rep fired over lying
William Garbarino allegedly covered up phony signatures on customer forms.
Lincoln Financial loses $150 million team to Raymond James
Brokers moving to firm's indie unit in preparation for succession.
Insurance-based broker-dealers plan to use BICE under DOL fiduciary rule
Some firms are rethinking a shift to fee-based compensation and instead are sticking with commission structures that will trigger the need for best interest contract exemptions.
The DOL fiduciary rule could push these firms’ variable annuity sales even lower
Only one firm, MetLife, posted any substantial gains, as market volatility and fixed indexed annuities cut into VA business.
