Most Americans Don’t Understand Annuities
The good news for the annuity industry: most Americans would consider the fixed income products to finance some aspect of their retirement.
How to Get Tax-Free Retirement Income With Life Insurance
Life insurance can be a tough sell for advisors with clients who see it as an expense rather than an investment.
The Top ‘Must-Have’ Feature for Annuities
One annuity feature blows away all the others in client demand, according to a survey by Phoenix Cos.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
Advisors Struggle With Life Insurance Sales
Many advisors struggle to make a good business out of life insurance, a survey released Tuesday by Saybrus Partners found.
Top Portfolio Products: New Factor ETFs From iShares
Credit Suisse launches a silver covered-call ETN as North Peak rolls out an inflation-hedged strategy.
Top Portfolio Products: Russell Reconstitutes Indexes
New products introduced over the last week include a reconstitution of several Russell Indexes to be completed by Friday; a new fund from Fidelity; and a new inflation-neutral strategy from F-Squared.
Life Insurance Missing Piece of Financial Portfolios: Survey
Slightly less than half of U.S. adults who have a financial advisor and a financial plan have ever discussed adding life insurance to their plans, according to a survey released Tuesday by Saybrus Partners.