Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
More than half of seniors don't report elder financial abuse by family
By Warren S. HerschElderly financial abuse is most frequently perpetrated by a family member, friend or caregiver, the report finds.
October 14, 2014
LPL to Pay More Than $500,000 Over Annuity Surrender ChargesLPL Financial agreed Tuesday to pay $541,058 to seniors in Massachusetts for failing to properly disclose surrender charges these clients paid when switching VAs.
October 14, 2014
How social media helped one RIA significantly grow its businessHeron Financial Group expanded its online presence by using social media effectively.
October 14, 2014
Advisor alert: Do... nothing?Got an urgent problem that needs solving right away? Pause and take a deep breath. The solution is waiting for you to find it.
October 13, 2014
A Q&A with 5 of the most successful advisors in the industryWe picked the brains of the top five Advisor of the Year finalists at the 2014 Advisor Network Summit in Las Vegas.
October 13, 2014
A Q&A with 5 of the most successful advisors in the industryWe picked the brains of the top five Advisor of the Year finalists at the 2014 Advisor Network Summit in Las Vegas.
October 13, 2014
5 answers every investor needs to know about annuitiesOn the eve of the 2014 IMO Summit, NAFA has released a paper that helps advisors educate their clients.
October 13, 2014
5 answers every investor needs to know about annuitiesOn the eve of the 2014 IMO Summit, NAFA has released a paper that helps advisors educate their clients.