-
By Marlene Y. Satter, AdvisorOne |
May 23, 2012
This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.
-
By Marlene Y. Satter, AdvisorOne |
May 22, 2012
In October 2011, Glenn Neasham of Lakeport, Calif., was convicted of felony theft from an elder for selling an Allianz indexed annuity to 83-year-old Fran Schuber.
-
By Marlene Y. Satter |
May 4, 2012
RiverPark introduces hedged value fund; Allianz offers new VA rider; Jackson introduces new VA option.
-
By John Sullivan, Advisorone |
March 22, 2012
“It’s part of a trend of large insurance companies parting ways with their broker-dealers,” a research director with FA Insight said.
-
By Joyce Hanson, AdvisorOne |
March 16, 2012
Setting a record, income annuity sales grew almost 18% in fourth-quarter 2011 and nearly 7% for the entire year, according to a Beacon Research annuity study.
-
By Marlene Y. Satter, AdvisorOne |
January 4, 2012
Italy’s largest bank, UniCredit, saw its stock fall the most in two months in Milan after it announced that it would sell 7.5 billion euros ($9.8 billion) in shares at a 43% discount to Tuesday’s closing price, excluding rights values.
-
By Marlene Y. Satter, AdvisorOne |
December 28, 2011
The variable annuity (VA) party has returned to the dance floor, where some companies step forward as others step back.
-
By Marlene Y. Satter, AdvisorOne |
December 14, 2011
This week in new hires, Neuberger Berman appointed Eli Salzmann and Michael Greene as fund managers; Lacey Dingman became director of the SEC’s Office of Human Resources; and JHS Capital Advisors welcomed Young, Stovall & Co. to its advisor network.
-
By Cameron Thornton, The GenUS Collaborative |
November 17, 2011
In the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.
-
By Danielle Andrus, AdvisorOne |
October 24, 2011
Allianz launched on Monday a series of animated videos for consumers that address annuity information and misconceptions.
