Annuity Sales Keep Up Hot Hand
By Ginger SzalaNew sales data shows annuities, especially RILAs, were strong vs. 2020 and from the first to second quarters of 2021.
November 09, 2021
SEC Finds Widespread Deficiencies Among Robo-AdvisorsNearly all the advisors examined, including those serving retirement plans, received deficiency letters, the SEC said.
November 09, 2021
Resurrecting 2016 DOL Fiduciary Rule Would Hurt Low-Income Savers: StudyAn advocacy group worries Labor will veer too close to the vacated rule when it updates its definition of fiduciary.
November 09, 2021
Roth IRA Conversions Are Key to Long-Term Tax Plans, but Watch OutHere's how to prevent your client's CPA from foiling the 5- to 10-year plan you've carefully built.
November 09, 2021
Your Client's Next Successful Retirement Plan TransitionThe author looks at how advisors can help select the right recordkeeper.
November 08, 2021
3 Steps Advisors Must Take to Capture ESG OpportunityBy 2025, values-based investing will account for one-third of global AUM. Both clients and advisors can benefit.
November 08, 2021
Great Resignation? Not for Older Workers, Study FindsA quarter of workers over 45 say they've pushed back their retirement or plan not to retire at all.
November 08, 2021
To Keep Workers and Grow Talent, Leaders Need a Gut CheckA Chiral Project survey found workers burned out and women frustrated in career path development.