Americans More Optimistic About Their Finances, but Less Prepared
In Lincoln Financial's annual MOOD survey, 81% of Americans said they feel optimistic about their financial future today, a drastic improvement over four years ago. But perhaps because so many don't have an advisor, they feel unprepared for the future.
Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
Top Portfolio Products: Vanguard Tweaks Money Market Funds
Plus, Advent updates its Black Diamond wealth platform, and Lincoln enhances an annuity suite.
DOL Fiduciary Rule Out by May 2016: Lawyer
DOL must finalize a rule in the next year in order to implement it before another president takes office, ERISA lawyer Steve Saxon says.
Top Portfolio Products: American Funds, Well Fargo Add New Series, Changes
Also, AccuShares adds ETFs that track VIX, while Lincoln Financial launches a universal life product.
New Hire Roundup: Morningstar Names HelloWallet Founder Head of Innovation
Meanwhile, Merrill adds a former UBS team in Texas.
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
Top Portfolio Products: Vanguard to Launch Ultra-Short Term Bond Fund
The Principal adds a variable annuity as Lincoln announces insurance enhancements.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
Will Fuller, Kerry Geurkink Awarded IRI's First Leadership Awards
The award presented by the Insured Retirement Institute recognizes contributions to both IRI and the annuity industry.