The Assets: Insurance planning
June 12, 2020
Only Some Americans Are Financially Prepared for Natural Disasters
Six in 10 believe they’ll be personally impacted by one in the next three to five years, according to a recent survey from the American Institute of CPAs.
May 14, 2020
Technology Upgrade Most Useful to Top Advisors
The e-signature technology has become even more important since the coronavirus pandemic.
March 2, 2020
First State-Level Best Interest Rule Targeting Annuities Unveiled
The move comes a week after the National Association of Insurance Commissioners adopted a best interest standard for recommendations of annuities.
February 18, 2020
State Insurance Regulators Adopt Best Interest Rule for Annuity Sales
The model regulation also includes a safe harbor provision for insurance producers already subject to standards that are at least as stringent.
December 18, 2019
Here’s What’s Wrong with the Secure Act, Says Retirement Researcher
A retirement researcher warns that the inclusion of the bill in the funding appropriations package could cause headaches for investors and financial professionals alike.
November 25, 2019
Ohio National Beats B-D Reps in Trail Commission Lawsuits
A federal judge dismissed a lawsuit brought by five individual broker-dealer reps.
November 22, 2019
Hub Acquires Assets from Another Wealth Management Practice
Hub International, an insurance brokerage, also made at least six acquisitions in the U.S. in September.
November 15, 2019
Edelman Sells off Broker-Dealer to RetireOne
The acquisition of EF Legacy Securities is aimed at expanding RetireOne’s services to RIAs.
November 1, 2019
Wells Fargo Advisors Loses Insurance Specialists to Financial Strategies Group
Five from the wirehouse have formed the distribution company Meritage.
October 14, 2019
Lincoln Financial Launches Annuity Products for RIAs
A new single premium immediate annuity and a deferred income annuity are both commission-free.