Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Apollo-backed Athene delays IPO plan while seeking CFO
By Sonali Basak and Alex BarinkaWeve determined its in our best interest to target a filing early next year, Chief Executive Officer Jim Belardi said in a conference call.
October 05, 2015
Want to connect with clients? Take this tip from an ex-NFL starTelling your personal story will differentiate you from other advisors and create trust with your clients.
October 05, 2015
5 reasons you shouldn't stop bloggingHowever tempting it might seem to not blog, there are severe consequences to doing so.
October 02, 2015
NASAA gets new president, floats elder financial abuse ruleLike a rule proposed recently by FINRA, NASAA's plan allows BDs and advisors to delay disbursement of funds when financial exploitation against seniors is suspected.
October 02, 2015
A fiduciary critic, representing whose interest?: Barry RitholtzFormer SEC Chairman Arthur Levitt has called the lack of congressional support for the rule a national disgrace.
October 02, 2015
3 steps to help solve the looming retirement crisisThe biggest challenge ever for the investment world is solvable if employees, employers and government act soon, Charles Ellis says.
October 02, 2015
7 ways to move forward when a prospect doesn't call backYour proposal is ready to go, but your prospect has pulled a disappearing act. Before you give up, here are 7 steps you can follow.