Optional Death Benefits Broaden Investment-Only VAs' Surge
Unlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
Why Advisors Ignore ESG Investing at Their Peril
Advisors who fail to understand the growing popularity of investing according to environmental, social and governance principles risk falling behind their competition.
Threat of Cyberattacks Could Now Affect Moody’s Ratings
Moody’s identifies three key factors it will look at to determine a credit impact associated with a cyber event.
The Costs and Benefits of LTC Hybrids
The market for “hybrid” long-term care insurance products has been flooded as premium costs have soared.
4 Steps to Insuring Clients’ Valuable Artwork at Every Stage
Less than 1% of any piece of art’s life is spent in transit, but transit-related losses account for 18% of all art insurance claims.
Top Portfolio Products: Calvert Adds Funds; ValueLine Adds Shares
How Calvert is responding to the growing interest in socially responsible investing plus a possible new crowdfunding platform in the U.S.
4 Ways Clients Approach Risk: Many Hate It, a Few Love It
About a third of investors avoid nearly all risk, while 3% embrace it with gusto, Ameriprise found.
Advisor Reliance on Compliance Consultants Hangs in the Balance
Robare has morphed from an alleged conflict of interest case into one that calls into question advisors’ reliance on compliance consultants.
Budget Bill Prevents ‘Dramatic’ Medicare Premium Hike
Draft of bipartisan bill includes a provision setting 2016 Part B premium at $120 for higher-income Medicare beneficiaries.
Protecting the Wealthy New Kids on the Block
The traditional hierarchy of younger people working for older people has flip-flopped, but many young entrepreneurs are not adequately protecting their present and future well-being.