Demand will shift from retirement income to housing and care issues.
Pair sold $4.3 million of Investments fraudulently marketed as "safe as CDs" and "federally insured," regulator says in suit.
Clients may not realize the need to combine them
Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.
Can the new product compete against its variable and indexed annuity cousins?
IUL now makes up the majority of all universal life insurance sales, and more insurers are looking to take advantage of the rising popularity.
Insurer will update an index and add a bonus in the eleventh year.
<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.
The regulator alleges Pacific West Capital Group mislead investors about risks associated with the investments
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
Insurer faces uphill battle as competition in defined contribution investment-only space is tough.
The Mutual Fund Store, the 10th-biggest RIA by AUM <a href="http://data.investmentnews.com/ria/" target="_blank">according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.
As the financial services industry moves toward a fiduciary standard, prizes for top insurance sellers smack of conflict.
<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?
The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.
Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.
Underfunded universal life policies' loss may be a gain for secondary insurance market.
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
