Fixed Annuity Sales Rising in 2014, but Why Now?
Since the equity markets have risen, variable annuities should be more appealing as a retirement income-planning product. So why are sales of fixed annuities up so sharply while VA sales have fallen?
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
Thornburg Urges Advisors to 'Retire Retirement'
As the idea of retirement evolves, Thornburg Investments created an informational packet for advisors to help clients reshape their retirement expectations.
Americans Would Rather Talk About Sex or Death Than Retirement
A study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
9 Worst States for 401(k) Plans
While any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
Compass Financial Boosts Education With Financial Finesse Partnership
Financial Finesse will offer its services at a discount to employees and consult on Compass' in-house financial education program.
Recharacterizing Roth IRAs Smartly: Use Multiple Roths
Despite the benefits that recharacterizing a Roth conversion can offer, this route can sometimes function as a double-edged sword.
Despite Saving More, Workers Still Face Retirement Shortfalls
Although participation and contribution rates are fairly high in 401(k) plans, Natixis finds many participants, especially baby boomers, are on track to fall short.
Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
401(k) Savers Who Stuck Out Financial Crisis Reaping Rewards
Workers who saved consistently in a 401(k) plan during the five years that included the financial crisis are reaping the rewards.