Chemistry, services more important than fees: Franklin Templeton
Morningstar research shows that advisers prefer systematic withdrawals in retirement; lack confidence in their annuity know-how.
'Buy now, get income later' is becoming a sellable argument to clients
Major player in advice industry pulls a 180-degree turn in reorg; 'almost non-existent'
Alternative investments, commercial mortgages, junk bonds all on the menu
More than $350K raised in sale of vintage Les Pauls, Strats; proceeds to go to investors scammed by Rand family
Sitting on far greater percentage of stocks than traditional IRA holders
Private-equity firms are raising their profile in the indexed-annuity space, worrying observers who fear they are taking greater risks in increasing market share.
