Larry Roth: The 2013 IA 25 Extended Profile
Think about this the next time someone complains about not being able to “find the time” to get involved.
Desperately Seeking Women: IRI Research Explains Advisor Gap
Careers in the financial advising field are expected to grow at twice the rate for all jobs between now and 2020—but where are the women?
Middle-Age White Guys Need Not Apply: AIG’s Advisor Group Diversifies Recruitment
The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Boomer Retirement Expectations Are Grim: IRI
Boomers’ retirement confidence continues to slip, the Insured Retirement Institute said in a report released Monday.
Variable Annuity Sales Slide as Income Annuities Reach Record
Overall VA sales trended downward compared with 2011, but were relatively even with 2010 levels.
Altering of 401(k) Tax Incentives Alarms Retirement Industry
With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.
Top 20 Companies for Annuity Sales in 2012
Total sales of annuity products reached $219 billion in 2012—the lowest level since 2005, according to LIMRA.
Taxes, Social Security Weigh on Boomers’ Retirement Planning
More than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.
Top Portfolio Products: Ultra Short-Term Bond Fund From T. Rowe
BNY Mellon and OTC Markets Group roll out new ADR index; Invesco PowerShares lists S&P 500 Downside Hedged ETF.