New York Life Insurance Company

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  Top Portfolio Products: Schwab, Piper Jaffray to Boost Muni Bond Access

  By Marlene Y. Satter, AdvisorOne  |  November 30, 2012

  New products introduced over the last week include an arrangement between Schwab and Piper Jaffray to provide investors greater access to the latter’s new muni bonds; more.

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  New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI

  By Marlene Y. Satter, AdvisorOne  |  November 2, 2011

  This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.

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  New Hires Roundup: New York Life Realigns Retirement Services; Great-West Promotion

  By Marlene Y. Satter, AdvisorOne  |  September 29, 2011

  This week in new hires, New York Life realigned its practice groups and named new team leaders, and also named Sue Ericksen as CIO; Sen. Max Baucus praised Senate approval of three tax court nominees for second terms.

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  New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA

  By Marlene Y. Satter, AdvisorOne  |  July 28, 2011

  This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.

• Microsite, Macro Goals

  By Marlene Y. Satter, AdvisorOne  |  July 28, 2011

  Planners know the needs of same-sex couples are quite different from those of opposite-sex couples—in execution, although not in substance.

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  Wirehouse Advisors Are Focus of New NY Life Annuity Campaign

  By Marlene Y. Satter, AdvisorOne  |  June 15, 2011

  At the heart of the ad campaign is the use of guaranteed income annuities for use in retirement planning, and the benefits such annuities can offer.

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  Top Portfolio Products: New Offerings From Global X, Deutsche Bank

  By Marlene Y. Satter, AdvisorOne  |  June 13, 2011

  In this week’s new products news, Global X Funds launched its new SuperDividend ETF and Deutsche Bank brought out a suite of currency-hedged ETFs. In addition, Russell Investments announced that its LifePoint Funds Target Date Series passed $1 billion in AUM and New York Life launched a microsite designed for...

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  10 Top Portfolio Products: New Offerings From T. Rowe, Matthews, Cadaret Grant

  By Marlene Y. Satter, AdvisorOne  |  June 6, 2011

  Among the week's new investment products: a Global X ag fund; Putnam subadvises bond funds; Matthews China fund.

• New York Life Launches Guaranteed Interest Pension Account

  By Danielle Andrus, AdvisorOne  |  June 1, 2011

  New York Life Investments announced Tuesday that it has launched a guaranteed interest pension account to allow sponsors to structure part of their assets to mirror liability cash flows.

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  New Hire Roundup: National Advisor Trust Gains Alfred; Lewis, Morris Team Under Lemay

  By Marlene Y. Satter, AdvisorOne  |  May 19, 2011

  National Advisors Trust welcomed James D. Alfred to the fold, while Jeannie Lewis and Bryan Morris went to Deloitte under the leadership of April Lemay.