DOL Urged to Hold Off on Proposed Fee Guide
A group of business organizations turned up the heat this week in its campaign against a proposed DOL fee disclosure guide.
Fixed Indexed Annuities to Hold ‘Bright Spot’ in 2015
Fixed indexed annuities and immediate and deferred income annuities are showing “strong growth,” says the IRI's Cathy Weatherford.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
Fixed Annuity Sales Dip in Q3: IRI
Fixed annuity sales cooled in Q3 from a five-year high while variable annuity total sales remained stable, according to IRI's Q3 2014 Annuity Sales Report.
Boomer Demand for Annuities to Stay High Despite Low Rates
Three-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
Lawmakers Air Concerns About DOL Fiduciary Redraft
Lawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
Meanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
Advisors Should Use Social Media Despite Hurdles: IRI
Companies whose CEOs and executives post and tweet are more likely to be successful, according to Sarah Pedersen, managing director at Hearsay Social.
Healthier Retirees Will Spend More on Health Care: IRI
Experts suggest that advisors need to start considering health care costs in their clients' financial portfolios due to increasing life expectancies.
IRI Elects LPL’s Moore Board Chairman
New IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.