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Registered Rep.
September 1, 2004
Namita Devidayal |
A Fitting Problem Having found the securities industry severely wanting in its policing of research conflicts, market-timing and fee disclosures, the regulators are looking to see if similar abuses exist in the insurance industry.   |
Financial Planning
October 2, 2007 |
Compliance Advisors should research the annuity product options fully to select the best choices and riders to meet clients' needs. |
On Wall Street
January 1, 2013
Alan J. Foxman |
Holding On to a Series 7 Securities License After Leaving a Broker-Dealer Our legal expert explains how to keep a Series 7 license fresh after moving from a broker-dealer. |
The Motley Fool
August 19, 2004 |
The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement. |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
On Wall Street
September 1, 2008
Donna Mitchell |
FINRA Seeks to Clarify Rule Mishmash Regulators are taking action regarding what they view as abuse in the way that variable annuity products are sometimes marketed and sold. The latest proposal will codify various practices for marketing variable annuity products. |
Financial Planning
March 1, 2011
Frank O'Connor |
Encouraging Signs New variable annuity sales slipped slightly in the third quarter of 2010, to $33.6 billion from $33.9 billion in the second quarter, but they were still up 9.9% from the $30.6 billion in the third quarter of 2009. |
Financial Planning
April 1, 2005
Jerome S. Golden |
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix. |
Financial Planning
April 1, 2008
Stacy Schultz |
Eye on Flat-Fee VAs A new study compares the benefits of using a tax-deferred flat-fee variable annuity, a variable annuity, and a taxable account for retirement savings. |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
AskMen.com
February 18, 2002
Rashmikant Patel |
What Kind Of Investor Are You? It is easy to say that you want to make money in the stock market, but the true question is how much you are willing to risk in order to achieve your investment goal... |
BusinessWeek
February 7, 2005
Ellen Hoffman |
Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
Investment Advisor
August 2007
Kara P. Stapleton |
A Case for VAs? A new study found that two-thirds of boomers are interested in allocating a portion of their qualified plan into a variable annuity that offers guaranteed income for life. |
The Motley Fool
February 18, 2011
Dan Caplinger |
Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move? |
Financial Planning
June 1, 2009
Dave Lindorff |
Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense. |
Investment Advisor
April 2010
James J. Green |
Annuity Sales Increase Reports released by the Insured Retirement Institute found that the sales of both fixed and variable annuities continued to recover in the fourth quarter of 2009. |
Financial Planning
May 1, 2006
Marianne Czernin |
Don't Let Simple Things Trip You Up! Financial professionals must take the time to make sure they understand what the various regulatory organizations require them to do before they actually do it. They shouldn't go it alone, or they could find themselves in the same situations as these reps. |
Registered Rep.
April 1, 2005
Will Leitch |
Elder Abuse, Advisor Style The NASD says it will propose "significant" regulatory changes to the way variable annuities are sold, claiming elderly clients are being "scared" into investing in products against their best interests. |
Financial Advisor
February 2007
Tracey Longo |
Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities. |
Registered Rep.
December 18, 2012
Alan Lavine |
Uh, Sorry...Can We Have That Back? Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash? |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
AskMen.com
August 19, 2001
Rashmikant Patel |
The A To Z Of Successful Investing Having a disciplined and simple approach to investing is what financial planning is all about. I have listed a few rules of thumb that will make you a successful investor... |
The Motley Fool
August 11, 2010
Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
Financial Advisor
February 2006
Tracey Longo |
A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
The Motley Fool
January 20, 2005
Robert Brokamp |
Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help. |
Registered Rep.
September 17, 2012
Alan Lavine |
Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity? |
Investment Advisor
March 2008
Melanie Waddell |
Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
Investment Advisor
January 2010
Melanie Waddell |
Retirement News News from the SEC, MetLife, and Fidelity: SEC will present recommendations on target date funds early next year... MetLife and Fidelity Investments have introduced a new deferred variable annuity product... more... |
Financial Planning
December 1, 2010
Marco Chmura |
An Upward Swing Prudential continued to lead the way as the top seller of variable annuities with $5.3 billion in second-quarter sales and a 15.7% market share. |
On Wall Street
April 1, 2010
Alan J. Foxman |
New Firm, Better Annuity, Client Still Not Happy Advisor Q&A: Client complains about annuity surrender charge... Terminated reps and identity theft... |
Financial Planning
July 1, 2006
Elizabeth O'Brien |
A Cheaper Annuity Is Raymond James's new cap on fees the start of a trend in variable annuities? |
The Motley Fool
December 22, 2006
Todd Wenning |
Stocks That Pay You Back Supplement your income with these dividend-paying stocks: Pfizer... Merck... Procter & Gamble... Coca-Cola... |
Knowledge@Wharton
August 27, 2003 |
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. |
Financial Planning
August 1, 2010
Paul Menchaca |
Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market. |
The Motley Fool
March 10, 2010
Dan Caplinger |
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. |
Registered Rep.
November 14, 2014
Kevin McKinley |
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. |
Financial Advisor
February 2005
Tracey Longo |
Guarantees Spur Income Variable Annuities Sales Burgeoning investor interest in guaranteeing some part of their retirement income, especially in this era of diminishing pensions, is spurring more companies to develop a host of new variable products and features. |
Registered Rep.
August 15, 2011
Alan Lavine |
Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits. |
On Wall Street
October 1, 2012
Dave Lindorff |
Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change. |
Financial Advisor
June 2007
Thomas Scott |
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes? |
Entrepreneur
September 2003
David Worrell |
Not So Fast! Seeking an investor? Slow down and take five steps to protect your company from making a bad choice. |
Financial Advisor
March 2004
Tracey Longo |
Making The Grade With Variable Annuity Exchanges With the creation of one-shot wrinkle reducers like Botox, battery-operated automobiles and cloned humans, can a world where there is no need to replace variable annuities be far off? |
Financial Planning
November 1, 2005
Kathy Gevlin |
White Paper Almost all of the RIAs surveyed in this poll believe that the new SEC broker-dealer exemption rule, which allows broker-dealers to offer fee-based investment advice without complying with the fiduciary and disclosure standards of the Investment Advisers Act of 1940, is harmful to investors. |
Investment Advisor
May 2010
Marlene Y. Satter |
Easy Rider Redux Advisors might find a tough subject easier to broach with clients. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill. |
The Motley Fool
November 5, 2004
Philip Durell |
Beat the Street With Value Do you want better returns? Here's how to get them: be a value investor. |
