APS, a third-party administrator, allegedly caused investors to lose $22 million
With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.
New annuities offer uncapped exposure to equities plus downside protection. "It's been a game changer," one exec says.
With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.
The new addition is aimed at bolstering the firm's resources to help advisers with retirement income strategies/
The firm is advocating for incremental changes over double-digit rate hikes after many years. But can this new method catch on?
Money manager turns focus to retirement income, distribution vs. accumulation.
Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.
Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.
“American Top 40” host Casey Kasem's disappearance has been resolved, but advisers have plenty to learn from the bitter family feud that's emerged over the radio legend's care in old age.
