Transamerica

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  Added-Value Programs Leave Advisors Wanting

  By Gil Weinreich, AdvisorOne  |  May 30, 2013

  Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.

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  Poor Diversification Is Failing 401(k) Savers: Clear Path

  By Joyce Hanson, AdvisorOne  |  May 30, 2013

  The DC market's continued reliance on U.S. securities shows a lack of diversification that is harming investors, according to a new Clear Path report.

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  Top 20 Companies for Annuity Sales: Q1

  By Joyce Hanson, AdvisorOne  |  May 28, 2013

  Variable annuity sales continue to struggle despite sustained equity market gains, says LIMRA annuity research director Joseph Montminy.

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  Inexperienced Plan Sponsors Need a Little Love From Fund Websites

  By Gil Weinreich, AdvisorOne  |  May 21, 2013

  Fund firms managing employee retirement accounts make it needlessly difficult for plan sponsors to fulfill their fiduciary obligations, a new Dalbar study has found.

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  Baird Nabs Morgan Stanley, UBS Advisors; Securities America Expands Recruiting Group

  By Janet Levaux, AdvisorOne  |  May 14, 2013

  The new Baird teams come on board with some $800 million in client assets under management in Minnesota and Tennessee.

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  The Successful Retirement Plan Advisor: The Power of Passion

  By Liz Davidson, Financial Finesse  |  April 26, 2013

  Kathleen Kelly of Compass Financial demonstrates how harnessing your entrepreneurial passion can lead to success, not only for you and your clients, but also for your partners and employees.

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  Can Advisors Have ‘Zero’ Conflicts of Interest? The Legal and Regulatory Record

  By Rex Staples, CFP Board of Standards Inc.  |  October 9, 2012

  The CFP Board’s director of investigations makes the case that there is no such thing as “zero” conflicts of interest and that the nature of “material” conflicts of interest is subject to change.

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  Top 5 Annuity Trends to Watch in 2012 and 2013

  By Christopher Raham, Gerry Murtagh  |  October 2, 2012

  As the annuity industry deals with unprecedented challenges, advisors must keep abreast of product changes to help their clients make prudent decisions.

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  New Hire Roundup: Mehra Goes to Salient; New CFA Institute Head

  By Marlene Y. Satter, AdvisorOne  |  September 26, 2012

  This week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.

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  Too Much of a Good Thing?

  By Marlene Y. Satter, AdvisorOne  |  August 21, 2012

  In mid-July, John Ryan of Ryan Insurance Strategy Consultants in Greenwood Village, Colo., advised clients that extensive changes were coming for Genworth’s long-term care insurance product line and for its underwriting.