How Reps Can Best Help Gay Clients
Recent surveys show LGBT investors want to work more with advisors around specific issues, but want to be treated like other clients, too.
Americans to Congress: Hands Off Our Retirement Accounts
A survey released by the Coalition to Protect Retirement found 87% of Americans think retirement accounts should be “off limits” to Congress.
Battered Boomers Shifting Retirement Goals and Mindsets
More than any prior generation, the soon-to-be-retiring baby boomers are concerned with continual earning and spending as they age.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
Rising Rates Boost Q2 Annuity Sales
Morningstar and Beacon Research report increases in both fixed and variable annuity sales.
Retirement Pros Weigh In on DOL’s Lifetime Income Plan
DOL’s plan would require that lifetime income illustrations be given to participants in defined contribution plans, such as 401(k)s and 403(b)s.
Howdy Doody or Scooby Doo? Mind the Gap Between Early, Late Boomers
Advisors should look at their boomer clients as part of two distinct generations instead of lumping early boomers and late boomers together, according to a report released Monday by the Insured Retirement Institute.
DOL’s Borzi: Lawmakers Can’t Hold Back Fiduciary Plan
Efforts by members of Congress to slow the DOL’s reproposal of its fiduciary rule will have little to no effect, Phyllis Borzi, assistant secretary of DOL’s Employee Benefits Security Administration, said Tuesday.
SEC, FINRA, State Exam Execs Lay Out Priorities
Priorities include conflicts of interest, email retention, cybersecurity and some specific products, the executives said at the IRI legal and regulatory conference.
NARAB II Bill Clears Senate Banking Committee
The bill would establish the National Association of Registered Agents and Brokers, a nonprofit, independent board to provide a mechanism for multistate licensing for insurance producers