Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
3 Questions Leaders Should Ask Themselves
Great leaders of the future will have a completely different leadership model, says Mark King, Adidas Group North America president.
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.
FSI Adds New Advisor Members From 2 Firms
Spire Investment Partners LLC and Portfolio Resources Group Inc. announced in early September that their independent financial advisors are now members of the Financial Services Institute.
SEC's White: Fiduciary Rule Important, but Dodd-Frank, JOBS Mandates Come First
Securities and Exchange Commission Chairwoman Mary Jo White said in September that she has asked the SEC to place a “high priority” on its fiduciary rulemaking options list.
Retirement Income Experts Convene at IRI Conference
Political analyst Stuart Rothenberg will discuss the current political landscape of the retirement industry.
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
Annuity Sales Hit 3-Year High: IRI
Citing Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
Most State-Registered Advisors Have Tech, Cybersecurity Policies: NASAA
Though less than 5% of small and midsize firms said they had a cybersecurity incident, two-thirds said they had cybersecurity policies in place.
12 Best States for Adjusted Advisor Pay
Low cost of living often offsets lower advisor pay in some states, while in other states high pay offsets high cost of living.