Insurance firm is debuting its first IOVA as the products are helping prop up overall VA sales.
Fixed indexed annuity sales are steadily gaining on those of variable annuities, thanks in large part to continued low interest rates.
With only two months left in the year, there are some tax strategies advisers should consider to reduce their clients' tax bills.
Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.
Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.
Schwab Retirement Plan Services is trying to get advisers more involved in 401(k) managed accounts through a new service for customized fund selection and portfolio construction for participants.
To buffer clients' portfolios ahead of a rising-rate environment, financial advisers should consider allocating to liquid alternative strategies.
Smart-beta funds offer investors more transparency because they must announce rule changes ahead of time.
The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.
The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.
