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Investment Advisor
October 2006 |
About That Sideways Market... Letters to the editor: The Role of Equity-Indexed Annuities... Proper Recognition... Tell Us How You Really Feel... These Just In... Correction...   |
Financial Planning
October 1, 2005
Joan Warner |
EIAs: Behind the Hype Equity-indexed annuities are flying off the shelves, but they carry risks that regulators fear are not wholly disclosed. |
Financial Planning
February 1, 2005
Donald Jay Korn |
All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities? |
Financial Planning
November 1, 2005 |
Mailbox Letter to the Editor: In Defense of EIAs... Cover Comment... |
Financial Planning
May 1, 2005
Janet Aschkenasy |
Longevity Insurance Who needs immediate annuities? Maybe some of your clients. Since annuities can provide most of a retiree's income, retirees are not forced to sell portions of a diversified portfolio for income under adverse market conditions. |
Financial Advisor
June 2007
Mary Rowland |
What's It Worth? A consultant shines a light into the dark hole of equity-indexed annuities. |
Registered Rep.
January 1, 2007
Alan Lavine |
Fish or Fowl? Are equity-indexed annuities securities or insurance? The NASD offered only loose recommendations to member firms about how sales of this product should be conducted and supervised, but most broker/dealers are implementing them anyway. |
BusinessWeek
September 24, 2007
Aaron Pressman |
Retirement Made Complicated Why equity-indexed annuities have a bad name and what investors need to know. |
The Motley Fool
October 31, 2006
Buz Livingston |
A Foolish Trick: EIAs Equity indexed annuities are like horror flicks: Bad things just keep happening. |
Financial Planning
February 1, 2007
Donald Jay Korn |
New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs. |
Financial Planning
February 1, 2007
Marshall Eckblad |
5 Questions A short interview with Margaret Sheehan, author of Practical Guide to NASD Regulation about the outlook for the NASD in 2007. |
Registered Rep.
June 1, 2005 |
Could Fear of Variable Annuities Have Anything to Do With This? According to a study, equity-indexed annuities accounted for 30% of total annuity sales last year, up from just 6% in 2002. |
Investment Advisor
June 2006
Elizabeth Festa |
B/d Briefing: Regulating Annuity Sales The NASD is taking steps to assess oversight of the sales of all types of annuities by the patchwork quilt of regulatory agencies overseeing the products and move toward a level playing field of regulation without formulating any new rulemaking of its own. |
Financial Planning
June 1, 2007
Marshall Eckblad |
4 Questions Mary Schapiro is chairman and CEO of the NASD, which is set to merge later this year with the New York Stock Exchange. Here, she spoke about the new organization that she has been appointed to lead. |
The Motley Fool
November 3, 2005
Dayana Yochim |
Coffee? Tea? Annuities? The similarities between investing and dieting advice are analogous. The buffet of retirement investment choices is growing. What's the fiber and what's Wall Street fat? |
Investment Advisor
March 2007
Melanie Waddell |
States' Rights The North American Securities Administrators Association's agenda includes preserving state regulators' authority. |
CFO
May 8, 2006
Chuck Jaffe |
Easy Target? That first chance to buy an alternative investment product is like an invitation to join an elite country club. The problem is, many executives fail to look closely enough at what they're getting into. Don't open your wallet to an investment pitch you don't understand. |
Financial Planning
June 1, 2006
David A. Macchia |
Watching Over You It's time for broker-dealers to supervise all sales of fixed insurance products by their reps. |
The Motley Fool
August 24, 2009
Selena Maranjian |
A New Annuity You Probably Don't Need New York Life is rolling out a new offering of variable annuities. But variable annuities are often a bad idea for consumers. Investing directly in stocks may be a better idea. |
The Motley Fool
November 28, 2008
Dan Caplinger |
The Retirement Ripoff You Can't Afford Insurance companies are making changes to annuities that will make them an even worse deal for investors. |
