401(k) Fee Transparency: Best & Worst Providers
Dalbar and Research magazine conducted an in-depth study of the new ERISA 408(b)(2) disclosure rule, providing rankings in key categories of big providers.
Madame Ex: Advising ‘Gray Divorcees’
We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.
Tech Talk: Commonwealth, Raymond James Roll Out New Software Tools for Reps
The new programs focus on daily trading operations as well as financial planning, the firms say.
What Do Wealthy Women Want?
Ninety-five percent of UHNW women use advisors, wealth manager Eileen O'Connor said. As their numbers grow, it's worth an advisor's while to crack the code for working with them.
Alternatives & Annuities: The Right Mix for Advisors?
It’s a new world when it comes to baking alternative investments into variable-annuity contracts, experts say.
Variable Annuities Set to Drive Industry to $150 Billion in 2011
Annuity sales fell in the third quarter from the second quarter, but are up from the same period one year ago by 5%, the Insured Retirement Institute announced on Nov. 8.
Putnam Enhances Advisor Site With Portfolio Modeling, Social Media
Following on the launch of its Fund Visualizer tool, the new site provides personalized, shareable content and tools.
Variable Annuities Set Asset Record in 2010: IRI
The Insured Retirement Institute announced Monday that in 2010, variable annuities reached $1.5 trillion in assets, an "all-time record."
Safe and Sound
In the past, sensational tragedies like kidnapping, stalking, and home invasions seemed to happen to someone else. Following the events of September 11 and some...
Variable annuities suffered a blow last month when President Bush's new tax law, the Jobs and Growth Tax Relief Reconciliation Act of 2003, failed to...