Q1 Annuity Sales Up 7.6% From Year Ago, but Will DOL Kill Growth?
While annuity sales remain strong, according to an IRI report, annuity groups are fighting to minimize the DOL fiduicary rule's impact on the industry.
Global Investors Sitting on ‘Mountain of Cash’: BofA Merrill Survey
With cash holdings the highest since 2001, fund managers consider the June 23 Brexit vote the biggest tail risk.
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative Planning
Robbins and Creative Planning’s CIO Peter Mallouk define Robbins’ role as Chief of Investor Psychology; what it means for clients and advisors.
Ric Edelman: DOL Rule Will Kill Off Half of All Advisors, Gouge Wirehouses
One of the scariest aspects for the financial services industry, Edelman says, is that the new fiduciary rule will allow lawsuits.
DOL Fiduciary Rule Faces Another Suit by Annuity Industry
DOL fiduciary rule “unfairly targets certain types of fixed annuity products,” says IALC’s Jim Poolman.
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
The growth of DAFs like Fidelity’s is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
5 Things to Know About Selling Annuities Under the DOL Fiduciary Rule
From rules on proprietary products to how to determine whether an annuity is in a client's best interest, here are five things advisors should know.
How to Sell Fixed Indexed Annuities Under DOL Fiduciary Rule
Sales — even recommendations — of fixed indexed annuity products makes an advisor subject to the new fiduciary rule.
Finke: DOL Rule May ‘Drop Bomb’ on Asset Management Industry
Annuities, nontraded REITs and even mutual funds face a transformed environment under the DOL fiduciary rule, Michael Finke writes.
Ladies and Gentlemen, Start Your Income
For annuity holders, the lifetime income benefit is a powerful vehicle — when handled right.