Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Want to connect with clients? Take this tip from an ex-NFL star
By Warren S. HerschTelling your personal story will differentiate you from other advisors and create trust with your clients.
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.
October 01, 2015
Alts in 401(k) plans?Alts or alternative investments in the 401(k) market are not the pot of gold at the end of the rainbow--their short-term track record hides their true risks.
October 01, 2015
ETFs increasing in popularity as possible 401(k) optionsOver half of investors surveyed by Schwab said theyd consider adding ETFs to their portfolios.
October 01, 2015
Proposed legislation boosts women’s retirement security optionsThe proposed Womens Pension Protection Act of 2015 would boost womens retirement security options. Here's what you need to know.