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Can an adviser affiliated with an insurance company be fee only? Yes.
State rules on insurance affiliation complicate fee-only status for some CFPs.
Structured product annuities pose challenges for regulators
As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them
BlackRock raises equity allocation in target date funds
Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.
Hartford Financial Services Group names a new CEO
Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.
Guaranteed features propel indexed-annuity sales
With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.
Fixed-annuity sales rise even though rates are rock-bottom
Popular products promise guaranteed 2% interest – beating returns for certificates of deposit
Fixed annuity sales receiving added scrutiny from Finra
With broker-dealers selling a bigger share of indexed annuities, securities regulators are taking a closer look at policies and procedures around clients exchanging or giving up variable annuities in order to put those assets into products such as equity indexed annuities.
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
Indexed annuities gain popularity while rates remain low
Indexed annuities, long the black sheep of retirement products, are enjoying a wave of popularity among financial advisers grappling with low interest rates.
ING wins fixed-annuity deal as Allstate narrows focus
ING U.S. Inc. will begin selling fixed annuities through Allstate Corp. agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.
Fixed-annuity sales driven by frustration with low interest rates, thirst for income
Fixed-annuity sales in the third quarter reached their highest level since 2009, topping $22 billion. That number represents a 31% rise from the previous quarter and more than a 35% increase from the same period last year.
Bond market fears igniting interest in fixed annuities
The bond market's struggles have ignited investor interest in fixed annuities, though the products come with warnings, as insurers deal with the same rate pressure as bond owners.
Interest rate spike could whack VA sellers
Just as insurers are beginning to take comfort in strong stock markets and look ahead to rising interest rates, a new risk could bedevil their blocks of variable annuity business. Life insurers haven't really confronted the possibility of a dramatic spike in interest rates, which could lead to some
Dynasty branches out to the insurance side
New offering opens up access to insurance brokerages offering annuities, disability, long-term care.
The Takeaway: Gross' Total Return gets totally buzzed
On the (quick) reversion in S&P vs Treasury yields. ( Abnormal Returns ) Pimco Total Return has its worst monthly loss since September 2008. ( The Tell ) The Biz Remember when training on Wall Street was about mentorship and not salesmanship? ( The Big Picture ) RBC broker promised a couple that
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