Annuities

Sponsored by

• 

  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.

• 

  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.

• 

  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.”

• 

  What Advisors Don’t Know About Variable Annuities: How VAs Fit Into a Client’s Portfolio

  By Mike Henkel, Achaean  |  April 29, 2013

  Properly assessing the viability of a variable annuity for a particular client entails considerably more than just adding it alongside a standard model portfolio.

• 

  Hurricane Lessons

  By Bob Seawright  |  April 29, 2013

  When people calculate their risk of hurricane damage and make decisions about hurricane insurance, they consistently misread their prior experience and make poor choices, according to a recent study.

• 

  Reality Bites: Gen Xers Aren’t Slackers Anymore, MetLife Says

  By Joyce Hanson, AdvisorOne  |  April 26, 2013

  The unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.

• 

  What Advisors Don’t Know About Variable Annuities: Market Conditions and VAs

  By Mike Henkel, Achaean  |  April 22, 2013

  In part four of our series, we look at how market conditions affect variable annuities. VAs may appear, on paper, to be a win-win, but the reality is more nuanced.

• 

  BNY Mellon Profits Drop, but Pershing Clearing Helps Offset Losses

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  Pershing's clearing services revenue helped offset the Bank of New York Mellon's Q1 losses stemming from a foreign tax credit fight.

• 

  IRA Cap Gives Rise to New Funding Strategies

  By John Sullivan, AdvisorOne  |  April 17, 2013

  As with the Whac-A-Mole carnival game, new regulation means new opportunity.

• 

  What Advisors Don’t Know About Variable Annuities: GLIBs

  By Mike Henkel, Achaean  |  April 16, 2013

  In the third post of our series on variable annuities, we look at the choices policyholders need to make regarding the guaranteed lifetime income benefit.