insurance

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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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  Health Crisis Would Shatter Finances of Most Middle-Income Americans

  By Danielle Andrus, AdvisorOne  |  May 8, 2013

  About 90% of middle-income Americans don’t feel prepared to handle the financial cost of a critical illness diagnosis, according to a new survey.

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  How to Take the 'Gamble' Out of Retirement Planning

  By Ronald Delegge, ETFguide.com  |  May 6, 2013

  The financial-services industry has plenty of reasons to look at 12(b)-1 fees--especially when it comes to the need for client-friendly arrangements.

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  Ruling Forces Advisors to Pick Appropriate Fund Share Classes

  By Melanie Waddell, AdvisorOne  |  May 3, 2013

  It's a potentially daunting task since some funds may have 10 or more share classes, says ERISA guru Fred Reish.

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  Boston Marathon Bombing Puts Spotlight on Global Event Sponsorships

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 29, 2013

  Despite terror in Boston, many sponsors, including financial firms and insurance companies, remain committed to marathons, an industry that's become increasingly global.

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  Investing for a Lifetime With Life-Cycle Investing

  By Jane Wollman Rusoff  |  April 29, 2013

  A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.

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  Who Pays the Bill for Terrorism?

  By Gil Weinreich, AdvisorOne  |  April 26, 2013

  Beyond the unfathomable evil perpetrated on April 15 in Boston—human losses that can never be measured—come the more mundane, quantifiable aspects of the mayhem of which the Tsarnaev brothers are suspected.

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  5 New Findings of the fi360-AdvisorOne Fiduciary Survey for 2013

  By Kathleen M. McBride, FiduciaryPath  |  April 17, 2013

  For the third year, fi360 and AdvisorOne have joined forces to survey attitudes of financial advisors of all types on the fiduciary standard.

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  New Hire Roundup: Focus Financial Adds Five

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

  This week in new hires, Focus Financial announced five new hires, JHS Capital welcomed Mark Palsson, and Eric Falkeis became president and COO of Direxion.

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  What Advisors Don’t Know About Variable Annuities: How GLWBs Work

  By Mike Henkel, Achaean  |  April 8, 2013

  Fees are based on the portfolio’s high-water mark, and the VA holder is actually making payments to himself from his own money until all those funds are exhausted.