Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Breaking up is hell, especially for advisors and clients
By Suzanne WoolleyA cautionary tale: Clients don't like firing advisors. But when the relationship goes south, they will work through the awkwardness.
March 21, 2016
Understanding the squeeze on millennialsDid rich countries like the U.S. betray the millennial generation?
March 21, 2016
5 tips on how to use the world's best business toolTaking action is the key to success in business, but "just doing it" can have disastrous consequences.
March 21, 2016
There is a retirement savings crisis – and FIAs can helpAmericans are not retirement-ready. FIAs can be a great solution for many pre-retirees and retirees.
March 20, 2016
The real reason Dave Ramsey should be regulatedWhen Dave Ramsey starts giving tax advice, the results can be dangerous.
March 18, 2016
RIAs, reps plan to drop small clients under DOL fiduciary rule: FidelityReps and RIAs alike expect added costs to comply, and a shift away from variable annuities.
March 18, 2016
Confessions of a millennial advisor: How to become an advisor to Gen YIt isn't true that millennials do not have time for financial planning because they are too busy taking "selfies."
March 18, 2016
3 strategies for annuity carriers bracing for DOL fiduciary rule impactWait and see, or take action? Annuity carriers have a choice about how to prepare for the coming fiduciary guidelines.