Firms that focus on the 401(k) market, like CapTrust, have recently reported a pickup in interest from advisers who focus primarily on retirement plans.
"Longevity bonds" would be issued by the government and would act as a hedge for pension plans and insurers.
Fund industry participants lauded the SEC's latest attempt to boost target date fund disclosure — but say that more could be done to help clarify the investments for participants.
Variable annuity sales increased during the first quarter, while sales of fixed annuities slipped.
In an attempt to appeal to dually registered advisers, major life insurers are launching fee-based annuities.
Several state insurance regulators are considering changes that could make sales of variable annuities more burdensome for financial advisers and agents, and may even discourage the use of such investments in certain situations.
Despite its decidedly mass-market focus, The Mutual Fund Store maintains that client relationships are priority No. 1.
Allianz Life Insurance Company of North America, already a major player in the indexed-annuity arena, is looking to grab a bigger share of the indexed-life-insurance market.
