Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Meet the "anti-technology" technology advisor
By Daniel WilliamsAdvisor Joel Johnson has found a way to build a technology-based insurance practice that is still very, very high-touch.
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.
December 01, 2015
Successful young brokers use data to help their companies changeSuccessful brokers are attaching themselves to metrics instead of the insurance transactions to provide lasting business solutions.
December 01, 2015
Does myRA breach fiduciary duty?Any financial professional who did what the government wants to do with its myRA program would be sued for malpractice.
December 01, 2015
Early 2015 returns indicate tough year for pension fundingMilliman found that, although 2014s strong market helped increase public pension funded status by more than 4 percent, 2015 has been flat from an equity standpoint.