Most Advisors Don’t ‘Fully Understand’ DOL Fiduciary Rule: Eaton Vance
“There will be an enormous educational effort for the industry to try to understand" the impending fiduciary rule, says Eaton Vance's John Moninger.
Top Portfolio Products: Mygale Adds European Fund
This week's new portfolio products range widely, from European stocks to volatility indexes and municipal bond analysis
Deferred Income Annuities Can Double Payouts Later in Life
Using the no-refund variety of DIAs provides extra income but also has potential downsides.
How Annuities Will Be Transformed by DOL Fiduciary Rule
After DOL’s rule is adopted this year, advisors will face a very different world when designing or selling annuities.
MetLife's Planned Spinoff of Retail Unit Puts Pressure on AIG
Calls from investors, including Carl Icahn, for AIG to split into three insurers to shed SIFI status are expected to intensify.
SEC’s Top Exam Priorities for 2016
SEC examiners will zero in this year on several new areas.
What Clients Need and What Advisors Aren’t Doing: Liz Davidson
The Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
A View from the Top: Merrill's John Thiel Speaks Out
The leader of Merrill Lynch says the firm's biggest challenge is to remain nimble and relevant.
Investment-Only Variable Annuities, Pt. 2: The Importance of Due Diligence
With a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
Investment-Only Variable Annuities, Pt. 1: Who Should Invest in Them?
IOVAs have gained popularity recently, since they tend to be straightforward and offer a wide variety of investment options. That doesn't mean they're right for every client at every time.