5 Notes About the SEC's New Indexed Annuity Bulletin
By Allison BellOne key point is that even your regulators may be hazy about what exactly it is that you sell.
August 14, 2019
Why You Should Leave by 5 P.M.If you need data to justify having work-life balance, here's some data.
August 13, 2019
Analysts Trim Envestnet Forecasts Following $100M Lawsuit, CEO's WarningLong-term prospects for company are still seen as strong despite the looming court battle.
August 13, 2019
5 IRS Asset-Based Annuity Fee Ruling PossibilitiesOne key point: Great American Life has a letter, too.
August 06, 2019
S&P: Risks for Emerging Markets Loom Despite Looser Fed PolicyThese economies face a threat of increased U.S. protectionist measures and geopolitical tensions.
August 01, 2019
Should Advisors Use Annuities for Their Clients?Advisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
July 17, 2019
Will Acting Labor Secretary Pizzella Greenlight a Fiduciary Rule?A rule release by Labor now hinges on "how much authority is Pizzella going to feel that he has," said Joshua Lichtenstein, partner at Ropes & Gray.
July 16, 2019
Orion's Purchase of Advizr Made Sense, but Challenges Remain: Wealth Tech ExpertsOrion's "still not well positioned to compete against" the threat posed by Envestnet and faces pricing pressure, Kitces says.