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National insurance registry falls short of goal line, tax extenders passes
With Congress adjourned, rejected bills, such as one facilitating insurance agents' ability to practice in multiple states that was blocked by Sen. Tom Coburn, will need to be reintroduced next year.
Senate set to approve national insurance-agent registry
Though new board has wide support among state regulators, GOP senator cries foul over infringement of states' rights.
Top Jackson National exec Clifford Jack to step down
Mr. Jack helped build the insurer's variable annuities business and independent broker-dealer network.
Insurance vehicles can be powerful way for advisers to reach younger investors
For advisers who want to expand their firms by reaching out to the next generation of investors – those in their 20s, 30s or 40s – long-term and cross-generational financial vehicles such as fee-only life insurance and no-load annuities offered to clients of RIAs through Ameritas Advisor Services
Sponsored Content from Ameritas
Powerful GOP senator to defend retirement tax incentives
Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.
Wall Street makes a case for why consumers should be spending big
On Monday's Breakfast with Benjamin, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.
New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
Broker-dealers sound off as AIG leads off with first annuity for 401(k)s
Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? (Don't miss: Top sellers of individual annuities)
Supreme Court case could shake up union retiree benefits
For advisers, it's time to get familiar with the terms under which union employees receive health care.
Morningstar's latest Pimco remarks spark catty comments
On Thursday's Breakfast with Benjamin menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
How Social Security annual increases are calculated
Some topics are a lot more controversial than others. But I was amazed when my October 1, 2014, article that correctly predicted next year's 1.7% cost-of-living adjustment for Social Security benefits several weeks before the official announcement triggered more than 80 vehement responses.Most of
Ring out the old year with a bowlful of tax strategies
With fewer than eight weeks left in the year, it's now time to gear up for year-end tax planning. This year was a painful one for many high-net-worth taxpayers as they contended with higher levies on their 2013 returns from the American Taxpayer Relief Act of 2012. “When ATRA was enacted on the
Who's spending what on political candidates?
With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.
Game Changers: Dealing with Dementia Cognitive decline doesn't just rob the elderly of their mental capacity. Advisers and their firms often are left adrift, forced to make crucial decisions affecting the financial affairs of elderly clients.
Early onset Alzheimer's: When plans are upended
Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts while helping them plan for their two daughters' ...
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