The Assets: Insurance planning
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December 3, 2018Congress Pits Insurance Firms Against Mutual Fund Interests Over 401(k) LawA measure in the House of Representatives would require 401(k) statements to demonstrate what account balances would equate to in monthly income.No Comments
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November 27, 2018Big Broker-Dealer Network Files Annuity Arbitration Claims Against Ohio NationalCetera is the latest to make claims against the insurer over its termination of annuity contract agreements.No Comments
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November 27, 2018NY Insurance Trade Group Sues Over State’s Best-Interest RegulationThe recent lawsuit is one of three legal challenges to the regulation on the sale of annuities and insurance.No Comments
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November 16, 2018Deluge of Lawsuits From Brokers Over Commissions Likely to Hit Ohio NationalLawyer says he doubts any of the brokers affected will give up their trailing commissions without a fight.No Comments
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November 13, 2018How Hybrid RIAs Seem to Have the Advantage Over Indie IRAsFrom 2012 to 2017, hybrid RIAs’ share of advisors has grown from 4.1% to 8.8%.No Comments
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November 6, 2018Top Five Most Heavily Fined Issues This Year (Annuities Among Them)The five enforcement issues that were fined the most in the first half of 2018.No Comments
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November 6, 2018Are You Recommending the “Riskiest” of Products?One ratings agency warns many issuers may go bankrupt in the next few years.No Comments
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October 30, 2018State Regulators Unveil Annuity Sales Rules Draft ... Here's What it Means for AdviceConsumer advocacy group says proposal doesn’t go far enough to protect investors.No Comments
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October 29, 2018How and Why Annuities Sales Soared After Death of the DOL’s Fiduciary RuleSales in the product totaled $59.5 billion from April to June, the highest since late 2015.No Comments
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October 15, 2018Ken Fisher's Resolve Unwavering as Insurance Marketers Cajole Advisors to AnnuitiesSome advisors think Fisher's stance is too negative.Last Comment: October 19, 2018
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