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By Marlene Y. Satter, AdvisorOne |
March 6, 2012
This week in new hires, Geoffrey Johnson joined PIMCO; Gretchen Cepek was promoted at Allianz Life; and Kimball Brooker was named portfolio manager at First Eagle.
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By Ron Pechtimaldjian, AdvisorOne |
May 1, 2010
Hartford Financial Services Group Inc. said April 1 that it would reorganize itself into insurance, annuity, and wealth management businesses. The new wealth management division...
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By Kathleen McBride, AdvisorOne |
April 12, 2010
Investors in 401(k) plans who are frustrated by proprietary funds, opaque high fees, revenue sharing and sub-par performance are starting to get overtures from lawyers who are gathering investors for class action suits against 401(k) providers.
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By Kerry Pechter |
January 23, 2010
The income annuity used to be a straightforward if somewhat opaque gadget. You exchanged a chunk of money for a monthly or quarterly income stream...
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By John Sullivan, Advisorone |
July 1, 2008
It's all too easy to partner with a broker/dealer in an up-market. Clients are happy, returns are generated and everyone's making money. But what happens...
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By James J. Green, AdvisorOne |
March 1, 2008
Only fours years after its inception, the Financial Services Institute has achieved a high level of success as the primary advocacy group for independent broker/dealers....
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By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne |
June 28, 2007
Fixed income is an asset class that offers plenty of upside for investors, in particular those planning for retirement. Yet, says Jim Tracy, national sales director for Minneapolis-based The Hartford Mutual Funds (a division of Hartford Life), many investors and financial advisors are more than a little wary of fixed...
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By Kara P. Stapleton |
February 27, 2007
According to a survey commissioned by Hartford Life, a large percentage of people are interested in 529 plans. However, the percentage of people that are actually offered a 529 program by their advisor is much lower. Conducted in early fall of 2006 by Opinauri, Inc., the survey interviewed 300 parents...
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By Marlene Y. Satter |
May 1, 2006
Beyond helping clients grow their assets, advisors need to know what's available to protect their clients' financial security and quality of life. To that end,...
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By Marlene Y. Satter |
July 1, 2002
The VA policies with the most sales in 2001 Internal Total IssuerContractNew SalesSalesFlow TIAA-CREF TIAA and CREF$9,598.0$0.0$9,598.0Life Ins. Co.Retirement Annuity and Supplemental Retirement Annuity VALICPortfolio Director Plus4,117.7865.04,982.7 Hartford Life Director3,429.1276.93,706.0Ins....
