Tag: variable annuity

Products October 8th, 2020

Investment Product and Service Launches

Allianz Life launches solutions platform for RIAs; Wilmington Trust adds sign-on program; Columbia Threadneedle announces 2021 successor; and more.

Investing October 2nd, 2020

Assessing Available Retirement Income Options

An overview of the insured and investment solutions that are available and how advisers should evaluate them.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

PLAY VIDEO

The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

PLAY VIDEO

ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Map My Benefits

PLAY VIDEO

Viability

PLAY VIDEO

Balance Between Great Plans and Cost of Plans

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

PLAY VIDEO

Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

Choice and Simplicity
Sponsored by OneAmerica

MARKET MIRROR

Friday, the Dow was down 28.09 points (0.10%) at 28,335.57, the NASDAQ closed 42.28 points (0.37%) higher at 11,548.28, and the S&P 500 decreased 11.90 points (0.34%) to 3,465.39. The Russell 2000 was up 10.25 points (0.63%) at 1,640.50, and the Wilshire 5000 gained 132.83 points (0.37%) to finish at 35,793.40.

The price of the 10-year Treasury note increased 25/32, bringing its yield down to 0.836%. The price of the 30-year Treasury bond climbed 32/32, decreasing its yield to 1.641%.

For the week ending October 23, the Dow lost 0.95%, the NASDAQ fell 1.06%, and the S&P 500 finished 0.56% lower. The Russell 2000 was up 0.41%, and the Wilshire 5000 decreased 0.46%.

Industry White Papers

An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.
Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships