EIAs: Your guess is as good as ours
By John SullivanNot exactly a trend (because we have no idea where it will end up). But we absolutely had to comment on the D.C. Court of...
July 22, 2009
U.S. court of appeals orders reconsideration of 151AA U.S. court of appeals Tuesday ordered the Securities and Exchange Commission to reconsider its rule that treats most equity index annuities as securities. "We hold...
July 21, 2009
Advisors critical to investor satisfaction, survey findsFinancial advisors are more critical to investor satisfaction in the financial crisis than ever, according to the J.D. Power and Associates 2009 U.S. Full Service...
July 21, 2009
Advisors reluctant to deal with Alzheimer'sWhile 84 percent of advisors say they have experienced Alzheimer's in their client base, an overwhelming majority say they are unprepared to deal with the...
July 21, 2009
Battle rages on over 151AOn Tuesday the U.S. Court of Appeals for the Washington D.C. Circuit ordered the Securities and Exchange Commission to reconsider Rule 151A, which deems annuities linked to equity indexes to be securities subject to registration with the SEC.
July 21, 2009
Who are you calling old?74 -- Age at which seniors say they'll be "old." One-third -- Percentage of investors who don't have a primary financial advisor, down from 41 percent in 2008. 60% -- Percentage of adults over 65 who say they
July 21, 2009
Dr. Quincy KrosbyDr. Quincy Krosby has joined Prudential Annuities, the domestic annuity business of Prudential Financial Inc. as chief market strategist. She will provide perspective on financial markets and the economy to financial professionals, clients and
July 21, 2009
Advisors are unprepared to assist clients with dementiaSome startling facts from Fidelity: 84 percent of advisors have been touched by someone in their client base with Alzheimer's. Of those, 96 percent don't know what to do about it. Only 4 percent of advisors surveyed by Harris Interactive
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