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RIA-focused fintech Flourish is living up to its name
The firm has announced a surge in advisors and AUC.
MassMutual and iCapital unveil expanded alts platform
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
If it’s a rollover, it’s fiduciary
The new fiduciary rule will pull a lot of brokers under the Employee Retirement Income Security Act, and harkens back to the levelized compensation from the 2016 rule.
Fiduciary commitment should be table stakes
Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors
Want to go RIA with annuities? Here’s where to start
Ditching your legacy annuities when going independent used to be commonplace but there are now more options, says industry insiders.
The life insurance need gap has hit a record high
Limra research finds more Americans than ever see a need for more coverage, but lack of knowledge still holds them back.
For retirement-age investors, it’s about keeping their nest eggs safe
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
Jackson spices up RILA suite with new add-on
The leading annuity provider’s new income option allows investors added flexibility in building guaranteed lifetime income.
Most workers, retirees have retirement income confidence
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
US annuities set rapid pace in first quarter
Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.
BlackRock unveils its answer to the looming retirement crisis
The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.
Retirement income from four sources is expected by half of future retirees
Advisors should help clients consider retirement surprises, survey suggests.
Nationwide’s Eric Henderson set to step down
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
Annuities make target dates more complicated
BlackRock CEO Larry Fink and others see a big future for target-date funds with annuities, but teaching people how to use them is a challenge.
LeafHouse, ARS bring managed accounts to retirement plans
Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.
Which assets do global insurers expect their best returns to come from?
Goldman Sachs report reveals expectations of firms with $13 trillion on their balance sheets.
Luma forges annuity management alliance with Pershing
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Home insurance premiums heading still higher
The average premium for homeowners insurance is expected to rise 6 percent this year, following an increase of roughly 20 percent over the past two years, amid intensifying natural disasters.
WealthVest adds new wholesale team to add to growing Aspida annuities sales
The team will be the exclusive distributor of the products across 49 states.
Schlichter explores pension risk transfer lawsuit against Alcoa
The law firm, which has brought two cases this month over pension risk transfers, is looking for participants and beneficiaries of Alcoa's pension plan.