AUM down in 2011, but production up; 'focusing more on their larger accounts'
Employers are worried. They had expected that many of their retirement-age employees would have retired by now, but those graying boomers aren't budging.
Sen. Harry Reid strips controversial plan contained in highway bill; 2,000 letters sent
In case you missed <a href=http://www.investmentnews.com/article/20120212/REG/302129979>my last column</a> in the print edition of InvestmentNews on February 13, 2012, I wrote about one of the latest buzz words in retirement income planning: longevity insurance.
Putnam Investments ceo Bob Reynolds today called for the establishment of a regulatory body to approve lifetime-income products.
Oklahoma State University's athletic fund and Lincoln National Life Insurance Co. are embroiled in a legal flap over a failed charitable-insurance-funding plan.
Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.
Income inequality up 18% since 1967; rose the most during Reagan era
Guggenheim Partners LLC is ramping up its presence in the fixed-indexed-annuity realm with the purchase of an insurer
When a 74-year-old client visited Ellen R. Siegel six years ago with news of an upcoming 12% rate increase on the premium of her long-term-care insurance, the adviser knew she had to navigate the potential benefit cuts with the precision of a surgeon.
Will make lump-sum payment the default option; policyholders must opt in for retained-asset accounts
iShares S&P National AMT-Free Bond Fund records largest loss since 2008; 'extremely overvalued'
A federal court decision in Pennsylvania has notched a win for life settlement investors.
Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers
S&P lowers outlook on tax-exempt bonds that financed construction of Citi Field; off-field drama could sap attendance
