Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Annuity Analytics: What Is a Guaranteed Rate Really Worth?
By Moshe A. MilevskyThe sales pitch sounds too good to be true, and should instantly set off financial alarm bells. Here's how it goes: "Give us your money...
July 31, 2009
The FinalistsMaybe you're wondering how we select the five finalists. Essentially, we look at top production, high ethical standards and active community involvement. Because there are so many advisors who fit those key ingredients, we go beyond that and look for differentiators, something that can further set nominees apart.
July 30, 2009
Web Exclusive: Age, Wealth And The Small Business OwnerAbout the only thing harder than running a small business these days is saving enough to retire from the job of running a small business. But E. Thomas Foster Jr. explains that, if you know what you're doing, it is possible.
July 30, 2009
Senators Unveil PBGC BillDemocratic lawmakers hope to increase the size of the Pension Benefit Guaranty Corp. board and prod the PBGC board to meet more often.
July 30, 2009
An affinity for fraudA Washington "faith-based financial advisor" has been sentenced to 18 years in prison for affinity fraud. He preyed on members of Christian churches in several Washington counties, as well as on consumers in four other states. During his
July 30, 2009
Senators Unveil PBGC BillDemocratic lawmakers hope to increase the size of the Pension Benefit Guaranty Corp. board and prod the PBGC board to meet more often.
July 30, 2009
151A Update: Major insurer speaks out on court rulingSince the court ruling last week that sent 151A back to the SEC for further analysis, there's been no shortage of opinions on the topic. One of the more interesting pieces that hit my desk this week was a commentary from Allianz. The company
July 30, 2009
OECD: Regulation should focus on financial literacyAs the financial world gets itself in a tizzy about Rule 151A, and the subsequent decision to remand said rule, the Organisation for Economic Cooperation and Development released a report saying imposing stiffer rules on banks is insufficient to