Annuities

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  SEC, FINRA, State Exam Execs Lay Out Priorities

  By Melanie Waddell, AdvisorOne  |  June 17, 2013

  Priorities include conflicts of interest, email retention, cybersecurity and some specific products, the executives said at the IRI legal and regulatory conference.

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  How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2

  By Gil Weinreich, AdvisorOne  |  June 13, 2013

  Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of “gamma” whose applications have immediate take-home value for financial advisors.

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  Top 5 Trends Altering Annuities: 2013

  By Christopher Raham and Gerry Murtagh, Ernst & Young Insurance Advisory Services  |  June 11, 2013

  Six months into 2013, several trends have emerged that are making insurers reposition and reinvent their products, strategies and services.

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  Deferred Income Annuity Sales Reach Record

  By John Sullivan, AdvisorOne  |  June 10, 2013

  It's the fifth consecutive quarter in which they increased, climbing nearly 150% from a year ago.

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  Injecting Some ‘Forethought’ Into VA Space

  By John Sullivan, AdvisorOne  |  June 5, 2013

  Firms are entering the variable annuity space with new product issues—are they crazy? Like a fox, some would say.

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  Top 20 Companies for Annuity Sales: Q1

  By Joyce Hanson, AdvisorOne  |  May 28, 2013

  Variable annuity sales continue to struggle despite sustained equity market gains, says LIMRA annuity research director Joseph Montminy.

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  Milevsky: Solving Chile’s Annuity Puzzle

  By Moshe A. Milevsky  |  May 28, 2013

  An on-the-scene inquiry into why Chileans buy so many annuities.

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  Nationwide Releases Fee-Based Variable Annuity

  By John Sullivan, AdvisorOne  |  May 14, 2013

  Nationwide is the latest company to join an industry push to convince advisors that their concerns with VAs have been addressed.

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  Top Portfolio Products: New Target Volatility Portfolio From Fidelity

  By Marlene Y. Satter, AdvisorOne  |  May 10, 2013

  New products introduced over the last week include a new target volatility portfolio by Fidelity and a new emerging-markets local debt portfolio from Invesco PowerShares.

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  Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke

  By John Sullivan, AdvisorOne  |  May 7, 2013

  We’re in a retirement crisis, but it’s a “bit overblown.”