Zywave splits in two, with insurance unit going to a new private-equity owner as financial advisory unit changes name to Advicent.
Insurance and fund executives recount ideas that exceeded regulatory framework
Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.
Protective CEO and management team will remain in place; deal creates 13th-largest global insurer.
Deferred-income annuities offer certainty but limitations too.
Insurer no longer taking 1035 exchanges or rollovers, but brokerage gets pass
Benefits depend on if you remarry and when.
Symetra Investment Services, with about 280 registered reps, not a fit with parent.
Stock trades higher after company cuts offering price; annuities biz viewed as financial drag
Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.
Another day, another VA pullback. This time, Protective Live is putting the brakes to sales of its variable annuities, including clamping down on 1035 exchanges.
Health care exchanges aren't meant for retirees, but advisers should still help clients with Medicare choices.
Coté, Doll love equities but hate Washington politics, health care law.
Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.
The life insurer unveiled more on its plans for the structured-product annuity in a regulatory filing this week.
Though many clients will see fees rise for protection riders, some will experience a decrease.
Plan for potential costs in separate pool of money — and stay healthy.
Industry gadfly to continue writing on his blog.
