What Advisors Need to Know About the Fiduciary Rule
By John ManganaroRegulatory uncertainty is real, but practice management efforts can help firms stay ahead of the game, legal experts say.
August 10, 2024
Markets Go on Wild Ride in Week Marked by Forced SellingWith many asset groups not yet screaming economic angst, one bullish mantra is starting to emerge from the noise: Buy the dip.
August 09, 2024
Portfolio Strategy Zooms In on Buffett's Market TacticsThe technique also aims to complement traditional bucket strategies and partial annuitization to address sequence risk.
August 09, 2024
What 3 Advisors Make of Wall Street's Wild WeekProfit-taking is normal and healthy, but it can spark short-term fears about what comes next,
August 08, 2024
New Retirement Income Model Shows Who's at Highest RiskCertain demographic groups are at more risk of falling short than others, a new Morningstar analysis finds.
August 08, 2024
'Silver Wave' Isn't the Only Factor Boosting AnnuitiesLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 07, 2024
Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity ExchangesWhat if a client buys one of the new-generation deferred income annuities and wants to replace it?
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.