Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
More retirement plan recordkeepers offering mobile apps
By Nick ThorntonThe retirement provider industry lags the larger financial services sector when it comes to advances in technology, but plan providers are quickly closing the gap.
December 02, 2015
Meet the "anti-technology" technology advisorAdvisor Joel Johnson has found a way to build a technology-based insurance practice that is still very, very high-touch.
December 02, 2015
Want results? Ask your clients' opinion (part 1)Instead of telling your clients things about the economy, explain to them where your numbers come from.
December 02, 2015
Finding flexibility with retirement income planning softwareCurrent RIP software gives advisors more planning flexibility and does a much better job at handling real-life complexity.
December 02, 2015
Fed’s Lockhart says rate liftoff case is ‘compelling’He says the economy seems to be closing in on full employment.
December 02, 2015
Charging planning fees changes everythingAs the advisory business matures, and policymakers have their way, those who hold themselves as financial advisors better be ready to actually advise.
December 02, 2015
How to make your clients feel specialWork might be a routine, but how do you stay motivated to be nice to your customers?
December 01, 2015
10 top tech toys for advisorsThese cool techie toys are the perfect new additions to your practice.