Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio Products
In other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
$2M Wells Fargo Team Moves to Janney
The recruiting news comes just days after a scathing report about the bank's release of private information on 50,000 clients and advisors.
Dynasty Nabs $1B Breakaway Team From Merrill: Recruiting Roundup
Meanwhile, UBS brings on two teams with a total of $975 million in assets from Merrill's Thundering Herd.
The Truth About Income Riders
Your clients may think of adding an income rider to an annuity as the best of both worlds, but this strategy has a downside.
Do Fee-Based Annuities Have a Future?
Given the stakes, failure may not be an option for the annuity industry, Raymond James annuity expert Scott Stolz writes.
How to Succeed in Retirement Investing in the ‘New Normal’
As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
In Fiduciary Rule, How Do You Define ‘Reasonable’ Compensation?
Since June 9, advisors have been bound by the rule’s impartial conduct standard, but defining the concept of “reasonable” compensation can be tricky.
Best & Worst BDs for Advisors: J.D. Power — 2017
Satisfaction among employee and independent advisors is down, and that means lots of reps could be on the move, the research finds.
Senate Postpones Vote on Health Bill
Trump calls Republicans to the White House for a meeting at 4 p.m. today.