Cheat Sheet: Basic Annuity Types and Facts Every Advisor Should Know
By Ginger SzalaAnnuities are a basic concept: A lump sum provides steady monthly payments. But then it gets complicated.
May 13, 2022
Anti-Money Laundering Rule for Advisors May Be Revived: SEC RoundupLaurel Rimon and Braddock Stevenson, formerly of the CFPB and FinCEN, discussed whether the AML plan will resurface.
May 13, 2022
Bonds May Be Down, But Some Annuity Payouts Are UpA "free lunch" potentially exists for advisors and retirees willing to shop around for the most attractive rates.
May 12, 2022
Envestnet's Dani Fava: Embedded Investing Solution Coming This YearThe fintech firm has been laying the groundwork to offer financial services in nonfinancial consumer apps.
May 12, 2022
Meet the 2022 Asset Managers of the YearThis year's winners were selected from thousands of managers on the Envestnet platform by Envestnet | PMC and ThinkAdvisor.
May 12, 2022
New Hampshire Department Names a Life and Health Director: Personnel MovesFastTrack has a new president. The Standard has a new retirement plan consultant.
May 12, 2022
Why Advisors Should Target Clients in Their 40s: CerulliMany investors become more reliant on their advisors once they reach their 50s, new research finds.
May 12, 2022
S&P Rating Method Update Could Ding Annuities: Hearing WitnessAn ACLI representative said the current proposal resembles Europe's Solvency II approach.