Revenge of the Variable Annuity
A much-derided investment product may be central to the future of retirement.
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
3 Sentences That Explain Investing
While the market is still moving along swimmingly, here are three sentences to help ground advisors in reality.
China E-Commerce Company Alibaba Finds No Business Like Show Business
New fund allows customers to invest in entertainment products and have input into casting choices.
The Truth About Insurance Brokers Who Sell Annuities
Do insurance brokers objectively read annuity prospectuses and assess them in the same way fiduciary advisors do, or are they just selling a product?
Finke: What Do Annuity Buyers Want?
Annuities serve valuable purposes, but getting clients to recognize this is a challenge.
Jeff and Kim Camarda Talk About Their Suit Against the CFP Board
A conversation with the plaintiffs provides a new perspective on the ongoing "fee-only" issue and raises new questions about the Board’s handling of the case.
Investment Protection Outranks Investment Gain: Allianz Survey
Is the low-low of investment losses still worse than the high-high of investment gains?
4 Things Advisors Should Never Say to Clients
Writer Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
A Modest Proposal: Prosecute Non-Fiduciaries Using Term ‘Advisor’
Dalbar CEO Lou Harvey has strong medicine for the ills described in today's fiduciary debate: allow only fiduciaries to call themselves advisors, prosecuting those who misappropriate the name.