Do Variable Annuities Belong in a Retirement Plan?
By Michael FinkeOne factor to consider is that some clients may live a long time.
November 23, 2020
SEC Needs to Take 'Bottom to Top' Review of Fixed Income Markets: CrenshawThe next chairman or chairwoman will likely "take a hard look at the commission's approach to ESG," Crenshaw said.
November 23, 2020
Pershing's Lockwood Rolls Out New UMA ProgramThe minimum account size for the UMA is $50,000, and its annual program fee starts at 30 basis points.
November 23, 2020
HealthCare.gov Continues to Report Strong RenewalsThe number of new applicants appears to be lower than it was a year ago.
November 23, 2020
AmeriLife Acquires a Benefits Firm: DealsInsurance Specialist Group, Boost Health, iPipeline and Welis have deal news.
November 23, 2020
TIAA's Ferguson Faults Wealth GapFerguson, the first Black person to serve as a Fed vice chairman, has announced plans to retire from TIAA in March.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 23, 2020
How to Get More Referrals Without BeggingThe best way to find prospects is to have happy clients send you the prospects.