Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The 20 best apps for insurance agents and small business owners
By Steve NicastroDon't be deceived by the name: Owning a small business is a massive undertaking. Fortunately, there are numerous apps that can make your life a lot easier.
July 28, 2015
CFA level I and II pass rates unchanged as test-taking at recordA record 159,889 candidates from 174 countries registered to sit for the exam last month.
July 28, 2015
Evensky: Fee-only advisors face annuity dilemmaHarold Evensky says fiduciary advisors will be obliged to recommend annuities, even if it means they won't get paid on those assets.
July 28, 2015
You need a planWinning ideas need winning plans to make them a reality. Make sure youve spent enough time on the details.
July 27, 2015
The 10 biggest announcements from life and health insurers this weekNew technologies keep invading the insurance industry, as do mergers and acquisitions.
July 27, 2015
Evensky: Fee-Only Advisors Face Annuity DilemmaFee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities even if it means they won't get paid on those assets.
July 27, 2015
4 keys to Roth conversionsFinancial advisors should have a Roth conversion conversation with clients, to review and evaluate options. Here are four key points to cover.
July 27, 2015
6 myths about choosing a target marketThe right target market makes you more productive, more referable and more scalable.