Financial advisor trade associations are racing to offer new training programs to expand their reach to life insurance professionals operating in foreign markets. In particular, Asia is an area of immense interest.
Read moreAsset managers and owners expect their investment in ESG alternative assets, including hedge funds, infrastructure, real estate and private equity…
Working with a financial advisor helps career military families stay focused on retirement savings, which will be more important with…
Evidence is mounting that advisors are more likely to include health care spending as a topic to be included in retirement planning. A new report indicates a 65-year-old couple retiring today will need $404,000 for health care costs.
While financial advisory fees have undergone some compression, they remain surprisingly robust in mid-2017 and should stay that way for the foreseeable future, a new paper predicts.
When RIA regulators arrived at Safe Harbor Financial Advisors’ offices in May for an inspection, the Virginia state examiners had…
Investment advisors and financial advisors who leave or break away from their captive channel to start new in the independent channel is lower than speculated. The Department of Labor fiduciary rule might move the number northward.
The Nasdaq composite and S&P 500 rallied immediately after the French voted for their next president and advisors remain optimistic…
Some 82 percent of S&P 500 Index companies published a sustainability or corporate responsibility report last year, according to new…
The fiduciary rule is in partial effect, but clients might be asking questions related to it.
New studies show more women taking on the role of financial breadwinner. Data also shows women unprepared to inherit wealth or pass their own wealth on to loved ones. An opportunity for advisors?
The ‘duty of care’ is just one of the fiduciary duties required by the DOL Rule, which takes effect Friday. Our Kim O’Brien explains how the duty of care impacts the financial advice advisors give.
Growth in the number of online-only advice firms in the business-to-consumer segment is apparently leveling off, according to new data. Robo models will have a role in the future, analysts say, but how big of a role is unknown.
If President Donald J. Trump gets his way on taxes, the traditional mortgage interest tax deduction would change dramatically. But would it depress home ownership? Advisors might have to recommend renting.
Many people who opt for an annuity are happy with them, but what of people who chose the lump sum…
New FINRA notice requires broker-dealers to keep records of any text message correspondence, and take responsibility for any links or shares to third-party content providers.
Clients tend to get more enthusiastic and emotional about investing when the stock market is bullish, analysts say. Advisors can do well to keep clients on an even keel while those emotions run high.
Beltway politics is rated among the top three trends that will impact both financial advisors’ and individual investors’ approach to investing in 2017, according to the third annual Advisor Authority study.
Small caps have had a rough 2017 to date, but analysts point to several factors that could spur a rebound — among them, tax reform, interest rates and regulation reform. Investors should steer clear for now.
With 100,000 brokers retiring in the next ten years, and half the industry talent age 55 or higher, according to a new report, some in the financial services industry are trying to recruit much younger advisors.
The average time between an agent applying for life insurance coverage and receiving a response has been cut by more than a week, thanks to new technology.
Confusion surrounding the Department of Labor’s fiduciary rule has caused insurance distributors to hold back on specific sales strategies and that could affect annuity sales this year, insurance company executives said.
A persistent financial advisor can be a client’s best friend when it comes to estate planning. A crucial activity that many clients put off, estate planning requires strong communication and family buy-in, experts say.
WINDSOR, Conn., May 15, 2017 – A new LIMRA Secure Retirement Institute Study finds 8 in 10 of defined contribution (DC)…
The variable annuity, branded as “Lincoln Core Income built with iShares,” offers only passive, low-cost exchange traded funds from asset manager BlackRock.
Building trust is the basis for client understanding.
Variable annuity sales plunged by 21 percent last year over 2015, but the drop could be over, some analysts predict. A resolution to the Department of Labor fiduciary rule would help.
Labor Secretary Alexander Acosta wants to freeze the fiduciary rule in a way that will “stick,” according to an email…
Those in younger age groups are less certain than their elders of their investment knowledge, but those younger investors also were less likely than their elders to have a financial advisor.
The first quarter of 2017 was the most active one ever when it came to mergers and acquisitions among registered investment advisors.
An extended period of low interest rates has put pressure on the 4 percent rule as well, as retirement income portfolios find it difficult to eke out gains without taking on more risk.
Cash-flow analysis is a critical component of the comprehensive financial planning process so clients have an accurate picture of what they are spending. Yet few advisors are doing it. Why not?
Matchmaker, matchmaker, financially vet this match …
BOSTON – Massachusetts seniors will receive more than $130,000 in refunds as a result of a settlement with a mortgage…
A new survey highlights the gap between what Americans say they want to retire and what actions they are taking to meet that lofty goal. Younger people need to commit to saving for retirement, one advisor says.
NEW YORK – AXA, a leader in providing financial security and retirement products, announced its newest addition to the defined contribution…
On April 10, in advance of an April 25 shareholder meeting, the bank said it had pulled back an additional $75 million n stock awards from a couple of top executives. Those executives, former CEO John Stumpf and former head of business, Carrie Tolstedt, have had $69 million and $67 million in compensation, respectively, taken back. Elizabeth Warren, the former Harvard…
–To test the financial knowledge of Americans, GOBankingRates quizzed survey respondents from all 50 states on basic finance terms and concepts. For full details on the survey results, visit: https://www.gobankingrates.com/personal-finance/americans-dont-know-super-basic-finance-terms/. Respondents were asked the following questions and given…
New survey data finds that roughly two-thirds of investors say they really want good, conflict-free fiduciary advice, yet few are willing to pay extra for it. Can advisors respond to the challenge?
Jackson National Life Insurance Company ® today issued the results of its 2017 Investor Education Survey, which aimed to gauge Americans’ perception of their current level of financial knowledge, investing acumen and overall confidence in these areas. A key finding was that more than 58 percent of the 2,772 respondents to the study said they do not feel…
Investor alert: Gold has a good chance of rising under Trump because gold tends to rise in the first year of new presidents, especially those with controversial new spending plans.
A 2016 study from Go Banking Rates says 69 percent of U.S. adults have less than $1,000 in savings. What can advisors do to get clients committed to an emergency fund?
Variable annuities have long been hot sellers for agents, but times have changed. Regulations and other pressures have squeezed the VA market. But the products aren’t likely to disappear, analysts say.
Is it a good idea to buy an annuity within an IRA or Roth IRA? At first blush, the answer would seem to be “no” because one of the biggest benefits of an annuity is tax deferral, which you already have in an IRA. But it’s not so simple.
—U.S. Treasury Department agents have recently obtained information about offshore financial transactions involving President Donald Trump’s former campaign chairman, Paul Manafort, as part of a federal anti-corruption probe into his work in Eastern Europe, The Associated Press has learned. Information about Manafort’s transactions was turned over…
If you want to get the attention of the $240- billion Farm Credit System, just mention the $725- million loan CoBank, a System lender, made to Verizon in 2013 to help finance Verizon’s $130- billion buyout of Vodafone, a European telecommunications giant. The far-from-the-farm loan incensed commercial bankers, the System’s largest competitors, who howled to…
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