Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3
By Allison BellFear of market volatility pushed up sales of multi-year guaranteed annuities.
November 22, 2022
LPL Adds $4.4B Bank Program With Nearly 30 AdvisorsThe deal involves a unit of St. Louis-based Commerce Bank. Terms were not disclosed.
November 22, 2022
Self-Directed Investors Staying in the Market, Cutting Expenses: SurveyJust 13% of them have cashed out due to market performance or inflation, Janus Henderson finds.
November 22, 2022
S&P Expects More Big Life Insurer 'Assumption Unlocking' ChargesWhile charges will make earnings reports based on generally accepted accounting principles look ugly, they will likely have little effect on issuer ratings.
November 22, 2022
DOL Greenlights Broader ESG Use in 401(k) PlansThe final regulation represents a key step forward in a decades-long regulatory saga.
November 22, 2022
Tom Brady, Steph Curry FTX Endorsements Probed by Texas RegulatorPayments the stars received to endorse the crypto exchange are being reviewed, along with disclosures and how accessible they were to retail investors.
November 22, 2022
5 Top Life and Annuity Q3 Strength IndicatorsThis fall, Morgan Stanley analysts saw some insurers do noticeably better than others.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.