Have Your Cake and Eat It Too
The variable annuity (VA) party has returned to the dance floor, where some companies step forward as others step back.
John Hancock Trustees Reject 'Shareholder' Demand Letters
The Board of Trustees for three closed-end funds from John Hancock announced Wednesday that they have rejected demand letters regarding auction preferred share redemptions, according to a press release.
Biggest Barriers to Lifetime Income Adoption: Fiduciary Liability, Insurer Insolvency
Retirement planning experts told the Departments of Labor (DOL) and Treasury on Tuesday that the main obstacles to widespread adoption by plan sponsors of offering lifetime income options within
2009 Readers' Choice Awards
Question No. 1 Which company has the best marketing and educational materials to assist you in calming nervous clients in the current market environment? WINNER American Funds We're...
2008 Readers Choice Awards
The results are in and the readers have spoken. Boomer Market Advisor undertook its 2008 Readers' Choice Awards survey to call attention to the products...
In the Meantime
If you've been keeping up with the long-term care insurance controversy, you've read The New York Times article that started the brouhaha earlier this year--about...
BMA Readers' Choice Awards 2006
The results are in and the readers have spoken. Boomer Market Advisor undertook its 2006 Readers' Choice Awards survey to call attention to the products...
French Buying FundQuest
Another managed account provider to merge
Not All Separate Accounts Sites Are Equal
A survey finds a wide variation in quality in Web
The Long View
Advisors generally have specialties. Their practices cater to a gamut of niches, from attorneys and physicians to movie stars, business owners, and nonprofits. But there's...