Rising interest rates and slowing stock market drive assets to insurance products, Limra report says.
Interest group chapter argues the state's Department of Financial Services exceeded its authority with the rule.
Are you helping clients with the four key transitions in retirement?
Jackson National and Lincoln Financial, among the largest VA providers, recently announced distribution partnerships set to kick in next year.
Learn how and why one advisor decided to make the move to independence, and how his business fared.
With rising health-care costs threatening to derail carefully constructed retirement plans, advisers should ensure clients successfully navigate the process of signing up for Medicare to avoid stiff penalties.
Some clients may not even realize they're supposed to enroll.
Here's what advisers should be reviewing with their clients each year between ages 62 and 70.
There's still time to re-shop Medicare coverage for those already enrolled.
Inability to deduct management fees will make the funds, which are struggling this year, even less attractive to investors.
How to maximize donations under the new tax rules.
The active fund manager is one of several investment firms to settle self-dealing lawsuits in the last few years.
New top tier added for ultra-high-income retirees next year.
Finra said the firm failed to mandate and enforce its own written supervisory procedures, resulting in the unsuitable sale of L-share variable annuities tied to long-term riders.
Six Cetera broker-dealers allege the insurer will be breaching its contractual obligations by withholding millions of dollars in trail commissions from their brokers.
New top tier added for ultra-high-income retirees next year.
The personnel changes come weeks after the insurer's controversial decision to stop paying trail commissions on some annuities.
Help clients understand that retirement is about more than money.
And none of them have anything to do with the death of the DOL rule
Women who are beneficiaries of their late husbands' estates could be shocked at how much more they owe in taxes.
