Are Annuities Too Risky for Insurance Companies?
The question naturally arises from Canadian life insurer Sun Life Financial’s decision to unload its U.S. annuity business for $1.35 billion, and recent shakeups in the annuity business.
Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income Software
Achaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.
Envestnet to Acquire TAMP FundQuest for $24 Million
Envestnet–which has built on its TAMP legacy–will use cash to acquire BNP Paribas' U.S. TAMP provider
Leads, Leads, Leads! Then Understanding Clients...
Do commercial lead-providers work? And a confession from our intrepid advisor on understanding clients both qualitatively and quantitatively
Agents of Change
These are the major issues facing advisors in 2011 ...
Trends in Separately Managed Accounts: UMAs, ETFs and Alternatives
Envestnet/PMC’s Mike Henkel and Tom Simutis report what they’re seeing from SMA managers and hearing from advisors.
Diversification Now: The Case for Liquid Alternative Investments
The challenge for advisors: alternative strategies are very difficult to use in a portfolio, at a time when more investors want alternatives exposure
Exploring Tactical Allocation in the Developed and Developing Worlds With Brian Singer, Part 2
In Part 2 of an exploration of tactical investing, a focus on time horizons and asset classes.
Exploring Tactical Allocation Using ETFs With Brian Singer, Part 1
Why the Singer Partners’ CIO focuses, and has for 20 years, on tactical asset allocation as a core investment strategy.
Envestnet Adds BlackRock, Janus, PIMCO Managers to SMA Platform
Envestnet has added SMA portfolios from BlackRock, Janus, Franklin Templeton and PIMCO to its platform of vetted SMA managers for its affiliated advisors.