Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Building your own business succession plan
By David PortA client base is bound to change, but the basic message advisors preach to clients remains essentially the same, whether the source is a tax specialist, financial planner, insurance agent, estate planner, registered rep or broker: Plan now for the
September 01, 2006
How Many Trials?The number of trials you should run in Monte Carlo simulations is related to the number of variables and the number of occurrences per trial. Let's...
September 01, 2006
Raymond James Gets ResultsIn the continuing evolution of the investment industry, one consistent trend has been the gradual reduction in fees, expenses--and commissions--that investors pay for most investment...
September 01, 2006
Risk ManagerWhen financial planners talk about how the profession has advanced over the years, one of the prime examples given is that of Monte Carlo simulation...
August 31, 2006
Making the case for fixed annuity safetyA few issues ago, I wrote about a quartet of failed banks and annuity carriers where, when all was said and done, every one of the annuity and bank customers was fully covered and didn't lose a penny, regardless of account balances. Let's take a
August 31, 2006
Advisor of the Year FinalistsThe nominations have been reviewed. The selection process has nearly been completed. We have whittled the extensive list down to the final five, a collection of advisors that exemplifies what it takes to succeed in this industry - and to succeed
August 31, 2006
Annuities and life insurance: a well-packaged solutionWhen the goals are maximizing wealth transfer and minimizing tax exposure, the situation may call for a pairing of permanent life insurance with an annuity. Not too long ago, an 82-year-old client walked into advisor David W. Hoffmann's office with
August 31, 2006
Think of starting your own practice?The lure of owning your own company can conjure up images of afternoons on the golf course and evenings around the dinner table - with some work in between, of course. Vanity aside, starting a financial planning business is a serious undertaking,