Darla Mercado

Displaying 754 results
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 08, 2011
Ratings aside, new Security Benefit CEO aims for stronger retirement product presence

Insurance and investment veteran Michael Kiley, who will take the helm of Security Benefit Corp. on Sept. 30, is setting his expectations high.

Puny Treasury yields could trigger more cuts to annuities – and agents' commissions
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 06, 2011
Puny Treasury yields could trigger more cuts to annuities – and agents' commissions

With key 10-year Treasury yields touching an all-time low, insurers may have to rein in annuity benefits even further. That's bad news for the carriers -- not to mention brokers and clients.

Under-45 crowd way underinsured, survey finds
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 31, 2011
Under-45 crowd way underinsured, survey finds

Competing priorities and procrastination put life insurance on the back burner; substantial selling opp for advisers

DOL delay on plan fee disclosure rules gives service providers some breathing room
RETIREMENT RETIREMENT PLANNING AUG 31, 2011
DOL delay on plan fee disclosure rules gives service providers some breathing room

Effective date on reg is bumped back to April 1

RETIREMENT RETIREMENT PLANNING AUG 31, 2011
Court says third-party carriers to retirement plans can be sued

A federal circuit court yesterday decided that retirement-plan participants can sue third-party insurers under the Employee Retirement Income Security Act of 1974.

East Coast advisers confronted with post-Irene power, commuting challenges
YOUR PRACTICE FINTECH AUG 29, 2011
East Coast advisers confronted with post-Irene power, commuting challenges

Financial advisers up and down the East Coast dealt with the aftermath of Hurricane Irene today as many struggled with communication, commuting or power — and in some cases, all of the above.

NEWS REGULATION AND LEGISLATION AUG 21, 2011
Providers get a jump on retirement plan fee disclosure

It isn't too often that the financial services industry claims that its regulatory system isn't tough enough, but that is the conclusion that Great-West Retirement Services and Lincoln Trust Co. FSB have made

RETIREMENT RETIREMENT PLANNING AUG 19, 2011
Securities America 'in great spot' after Mutual of Omaha deal

Brokerage Mesirow to take on 401(k) fiduciary duties for Mutual of Omaha plans sold by SA reps

$1B+ Merrill Lynch private-banking duo defects to HighTower
NEWS RIAS AUG 19, 2011
$1B+ Merrill Lynch private-banking duo defects to HighTower

Searching for a “transformational business model,” Bank of America Merrill Lynch private banking vets Paul A. Pagnato and David W. Karp have joined HighTower Advisors LLC.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 15, 2011
Advisers ride out East Coast quake

Shaken but not stirred to close down shop after 5.9 temblor rocks the East Coast.