The Assets: Insurance planning
October 15, 2018
Allianz Life Sells Own B-D, RIA Business
The company’s 600 representatives will be able to transition to Woodbury Financial Services as the “preferred” partner.
October 9, 2018
Wells Fargo Sued for Breach of Fiduciary Duty in Churning Allegations
One rep racked up almost $600K in commissions.
October 5, 2018
Annuities Players Make Big Push for Advisor Market
Insurance companies insist wealth managers are missing out on a key tool for client retirements.
Last Comment: October 5, 2018
September 12, 2018
Why Merrill Lynch Still Excludes Commission-Based Annuities from IRA Accounts
The wirehouse reversed its ban on commission-based products in IRAs for everything except annuities.
August 28, 2018
Merrill Lynch Study Finds Gender Pay Gap is More than $1 Million Over Lifetime
Child-rearing and taking care of elderly family members contribute to women earning less than men, a Merrill Lynch study finds.
August 15, 2018
IRS Likely to Favor Insurance Agents over Wealth Planners and Retirement Advisors
A new draft proposal would exempt insurance agents from some deduction limits that advisors and wealth planners would face.
August 14, 2018
Why Healthcare Planning is Becoming a Critical USP (and How to Painlessly Offer it)
Anticipating healthcare needs, adequate budgeting and partnering with health planning experts can all help advisors bring additional value.
August 9, 2018
How Healthcare Planning Has Become the FA's Domain
Rising longevity means more advice firm are called upon to help with clients’ healthcare needs and more, study finds.
August 6, 2018
Critics Weigh in on N.Y.’s Best-Interest Standard for Insurance
The rule would eventually drive up costs to consumers, critics say.
August 3, 2018
Here’s Why Long-Term Care Remains Elusive for Advisors
There are a few certainties in life: death, taxes and the possibility of a long-term care event.
Last Comment: August 3, 2018