SEC Proposes Long-Awaited Variable Annuity Summary Prospectus
By Melanie WaddellThe plan would allow these contracts to use a summary prospectus to provide disclosures to investors.
October 30, 2018
Annuity Collections May Replace Swiss Army Knife VA ContractsDistribution specialists say the compensation arrangements promote a mix-and-match approach.
October 30, 2018
Insurance Regulators Back Manulife in Dispute With Hedge FundMosten Investment says Manulife should give it a minimum rate of 4%.
October 30, 2018
SEC Best-Interest Proposals Generating Less Advisor Awareness Than DOL Fiduciary Rule Did: SurveyThe Labor rule may be defunct, but all that prep work isn't lost, advisors said in a Fidelity survey.
October 30, 2018
Wealthy Donors' Average Giving Rose by 15% Since 2015: StudyA younger and more diverse pool of donors is reshaping the future of giving, U.S. Trust reports.
October 30, 2018
Demand Soars for Gender Lens InvestmentsInstitutional investors see an opportunity to remedy gender-specific social issues.
October 30, 2018
Joe Duran: Asking for Referrals Is 'Demeaning and Cheap'Here's a better way to get new clients, according to the United Capital CEO.
October 30, 2018
SigFig Launches Digital Wealth Platform for AdvisorsThe technology handles front-, middle- and back-office administrative tasks, including paperless onboarding of new clients.