57% of RIAs’ New Client Assets from Full-Commission Firms
Almost 40% of registered investment advisers (RIAs) plan to hire additional staff in the next six months, TD Ameritrade...
Tag: Annuities
Gloomy Eurozone Picture Dims Prudential’s Global Outlook
The looming fiscal cliff has investors scurrying for safe harbor, Prudential’s investment strategists said at their Midyear Global Markets and Economic Outlook.
Jefferson National Teams With CAPTRUST to Launch Investment Strategies
Five dynamic allocation models powered by CAPTRUST research were introduced by Jefferson National.
Wells Fargo Adds Lincoln Variable Annuity to Its Lineup
Lincoln Financial Distributors announced itsChoicePlus Assurancevariable annuity was added to Wells Fargo Advisors LLC’s advisory variable annuity program.
Phoenix Companies Rolls Out Annuity and Planning Tool
The Phoenix Companies Inc. introduced a single premium fixed-index annuity for people approaching or already in retirement.
Clarity Needed for IRS Partial Annuity Rules
The American Benefits Council welcomes proposed regulations to Internal Revenue Code Section 417(e), on the treatment of benefits paid partially as an annuity and partially in another form...
Morningstar Rolls Out Variable Annuity Research Web Tool
Morningstar launched Annuity Intelligence, which evaluates variable annuities and gives data on more than 100,000 annuity subaccounts and 1,950 annuity contracts.
Positive Language Critical in Reaching Older Americans, Research Finds
The language advisers use is critical in reaching senior citizens to explain investment products, according to the research firm Hearts & Wallets.
Penn Mutual Unveils Suite of Variable Annuities
The Penn Mutual Life Insurance Company introduced the Smart Foundation Variable Annuities that add some flexibility to guaranteed retirement income.
Allstate Unveils Two Fixed Indexed Annuities
Allstate expanded its retirement product suite with IncomeProtector and GrowthProtector launched in 40 states.
Great-West Launches Retirement Income Offering
Great-West Life & Annuity Insurance Company introduced a retirement income product that combines the traits of a mutual fund with a lifetime income guarantee.
The Hartford Sells Individual Annuity Business
The Hartford signed an agreement with Forethought to sell The Hartford’s Individual Annuity new business capabilities.
Russell Touts Asset-Liability Model for Retirement Income
Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.
Financial Crisis Changed View of VAs
The 2008 financial crisis changed advisers’ and investors’ attitudes about variable annuities (VAs), according to a survey.
Pension Risk Transfer Index Falls 0.30% in January
The Dietrich Pension Risk Transfer Index was nearly unchanged from its prior month’s level of 86.65 and currently sits at 86.35 as of February 1, 2012.
Judy Diamond Launches BrokerSight Database
Judy Diamond Associates launched its BrokerSight database, which helps subscribers identify and begin relationships with producers in the retirement market.
IRS Issues Guidance About Annuities in Retirement Plans
The Internal Revenue Service (IRS) issued two pieces of guidance to clarify how certain rules apply when a retirement plan offers an annuity to participants.
U.S. Treasury Proposal to Reduce Regulatory Burdens for Retirees
The U.S. Treasury Department announced a proposal to reduce regulatory burdens and make it easier for retirees to choose to receive their benefits as a stream of income...