The secret to increasing sales of variable annuities at broker-dealers and wirehouses has everything to do with insurers' speeding up the sales process and making information easier for brokers to find.
Paying for college is a big load for clients.To ease the burden, many enroll in 529 plans. But not all 529s are created equal. Here are the states with the worst college-savings plans. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110711&Kategori=FREE&Lopenr=711009999&Ref=PH>Penn State the most expensive public university &raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&Dato=20110630&Kategori=FREE&Lopenr=630009999&Ref=PH>The 10 priciest private colleges &raquo;</a>
Two states, New Jersey and Maryland, levy both estate and inheritance taxes
The IRS is giving broker-dealers a chance to come clean on classifying independent contractors, but firms that fess up will take on the increased cost of following the letter of the law.
For advisers to the super-rich, devising their clients' investment strategies is no longer enough. Increasingly, they must protect wealthy families from themselves. <br><a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111109&Category=FREE&ArtNo=110909910&Ref=PH><b><i>IN Extra</b></i> 10 sketches every wealthy client should see &raquo;</a>
As Primerica Inc. prepares to add a fixed indexed annuity to its platform for the first time, the company faces the tall task of prepping its 82,000 representatives on the complicated savings product
Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.
Fed's tougher capital tests could throw a spanner into the works for buybacks as well
Competition fierce as number of millionaires in Asia set to double by 2015; plenty of offers on the table
Survey shows many workers will have to stay on the job years longer before they can afford to retire
Here are some examples of ways that financial advisers can help clients to reduce their tax burden.
With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers
New approach divides fund offerings into a trio of goal-based portfolios
Republicans OK with axing tax deductions for the rich, but marginal tax rates still a bone of contention
Fifty-five million Social Security beneficiaries will receive a 3.6% cost-of-living adjustment next year, the U.S. government said last week
A group of state insurance regulators voted last week to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features
If the drawdown of assets is done properly, it's best to delay taking that government check.
Some want to boost the deferral limit – others want to do away with it
The lack of leaks is an indication that the panel has decided to refrain from fighting in the media and actually come to the table.
