Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Chamber questions DOL fiduciary rule’s cost estimates
By Nick ThorntonIn a comment letter sent to the DOL last month, the U.S. Chamber of Commerce took issue with cost estimates.
July 08, 2015
Got sales grit?To be successful in sales, youve got to be willing to step out of your comfort zone and be tested.
July 07, 2015
UBS, Morgan Stanley lead wealth managers with record $2 trillionUBS Group AG and Morgan Stanley increased the assets they manage for the worlds wealthiest people to more than $2 trillion for the first time, according to a study.
July 07, 2015
Fed looks set to postpone rate increase amid Greece turmoilThe U.S. central bank probably wont raise borrowing costs until the first quarter of next year, based on a Morgan Stanley index.
July 07, 2015
Assessing damage in one of the stock market's worst dips of 2015It may be surprising that the U.S. stock market isn't in worse shape, given how the situations in Greece and Puerto Rico have deteriorated and China's equity market collapsed.
July 07, 2015
How to maximize the value of your centers of influenceIn your search to sell more and earn new clients, centers of influence (COIs) can be your most powerful referral network and competitive intelligence conduit.
July 07, 2015
HSAs offer benefits far beyond health careThey're not just for health care anymore--health savings accounts have long-term advantages too.
July 07, 2015
Asset managers increase sales efforts to RIAsWhen RIAs were surveyed to gauge their expectations of asset managers and their sales teams, researchers discovered some useful facts.