Top Portfolio Products: Pershing Adds 3 Robo-Advisors to Its Platform
This week's new products and services include three robo-advisors added on one platform and six new options in an investment-only variable annuity.
MetLife Securities to Pay $25M to FINRA Over ‘Negligent’ VA Replacements
MetLife's misstatements led customers to replace their annuities with products that were more expensive or had fewer features, FINRA says.
Top Portfolio Products: Touchstone Launches an International Growth Fund
Two may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic Values
The latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
Divorce and Annuities: A Costly Combination
An annuity can seem harder to split than a marriage.
What Do You Think About DOL Fiduciary Rule? Take a 10-Question Poll
How do you feel about the fiduciary rule? 1) It’s a new era of unicorns and rainbows; 2) My anger burns like a thousand suns.
Indexed Annuities Run Afoul of DOL Fiduciary Rule
One change in the final DOL rule: Like variable annuities, fixed indexed annuities will need a BICE.
Betterment Names Former Schwab Exec Clendening to Board
John Clendening, now CEO of Blucora, joins robo-advisor’s board weeks after Betterment gets $100 million in new VC financing.
Fixed Annuities and Rising Interest Rates: Can They Mix?
Several insurance carriers have introduced annuities designed to take advantage of rising interest rates.
How DOL Fiduciary Rule Will Affect Rollover IRAs, Annuities and Other Products
The final fiduciary rule doesn't go as far as many critics had feared, but it will affect financial advisors and the products they offer.