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The Motley Fool October 10, 2005 Stephen D. Simpson	Does Slow + Slow Equal "Faster"? The combination of two slow-growing life insurance and annuity companies wouldn't seem to promise great future growth. However, the deal between Lincoln and Jefferson Pilot may be different. Investors, take note.
Registered Rep. February 8, 2012 Diana Britton	Consolidation 2012: Lincoln Scoops Up Capital Analysts for HNW Foothold Lincoln Investment Planning, an independent broker/dealer in Philadelphia, announced it will acquire independent broker-dealer Capital Analysts from insurance firm Western & Southern Financial Group.
Insurance & Technology November 28, 2005 Anthony O'Donnell	Cornelio's New Digital Life Chuck Cornelio is the new head of IT for Lincoln Financial Group, a new entity planned to launch with the completion of the $7.5 billion acquisition of Jefferson Pilot by Philadelphia-based Lincoln National Corp. in the first quarter of 2006.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Financial Advisor July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
On Wall Street October 1, 2012 Dave Lindorff	Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
Registered Rep. November 30, 2005 Halah Touryalai	LPL Deal Signals Seller's Market for B/Ds Mergers and acquisitions experts say the Linsco/Private Ledger sale to two private equity firms offers proof that it's a seller's market for independent broker/dealers. Moreover, many more b/d deals are on the way, they say.
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
Registered Rep. May 18, 2010 Alan Lavine	No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.
Investment Advisor July 2010 Mark Tibergien	Formulas For Success: Growth The Silent Killer The latest challenge for advisory firms: managing growth in a low-growth environment.
Investment Advisor July 2008 Melanie Waddell	Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection.
Registered Rep. January 1, 2007 Nancy Opiela	Love, Life...Insurance In general, life and health insurance are subjects financial advisors discuss reluctantly and infrequently. But they're tools that are essential to wealth management.
Insurance & Technology October 7, 2008 Nathan Conz	Lincoln Financial Group's Cornelio Keeps Focus on Straight-Through Processing An interview with Charles Cornelio, CIO and SVP of shared services at Lincoln Financial Group, who led the company through an IT organizational restructuring, and a series of straight-through processing initiatives that have lifted the insurer into a leadership position in the space.
Financial Planning June 1, 2009 Paul Menchaca	Post-Boom It is no secret that as investors continue their flight to safety, the variable annuity boom has at least deflated, if not entirely gone bust. More conservative retirement products are now in favor.
Financial Planning August 1, 2010 Paul Menchaca	Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market.
Financial Advisor December 2004 Ted Schwartz	Time For Some Changes Are variable annuities the greatest invention since sliced bread or are they a scourge that should be driven from the planet? Here are some suggestions for changes to the industry to take annuities out of the regulators' crosshairs.
Registered Rep. March 31, 2015 Diana Britton	The Rare Prop Product In REP.'s fifth annual Independent Broker/Dealer Report Card, only 19 percent of 2,058 advisors surveyed said they sell in-house or proprietary products.
Investment Advisor June 2008 Philip Palaveev	The New Model: The Fee-Only Broker/Dealer Independent broker/dealers must tackle head-on the causes of their frustration if they wish to survive.
Insurance & Technology May 16, 2007 Lisa Valentine	networkcomputing.com Chuck Cornelio, SVP, Shared Services, and CIO, Lincoln Financial Group talks about his vision of a shared services model.
Registered Rep. May 1, 2012 Diana Britton	Annuities: Growing Pains Since the beginning of 2011, three insurance carriers -- Sun Life Financial, Genworth Financial and, most recently, The Hartford -- have exited the annuity business altogether.
Financial Planning September 1, 2011 Frank O'Connor	Asset Magnet Variable annuities continued to show strength in the first quarter with new sales of $38.7 billion, a 23.2% increase over the year-ago quarter's total of $31.4 billion.
Investment Advisor September 2008 Philip Palaveev	The Case for Commissions Commission product uses fall into six primary categories. Read on to see what they are.
Registered Rep. June 1, 2012 Diana Britton	Breaking Out: A New Era in Insurance Insurance firms constantly go through cycles of acquisition and sale when it comes to their broker/dealer subsidiaries. But the current sell cycle is different, and it may shake up how the business works.
Financial Advisor November 2008	Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc.
Registered Rep. September 1, 2005 Kristen French	VA Sales Keepin' On Despite the recent onslaught of negative regulatory and media attention to variable annuities, sales of these products have not suffered.
Investment Advisor September 2008 Philip Palaveev	B/D or RIA? How to Decide for Yourself To help make the decision between the registered independent advisor and broker/dealer approach, first ask yourself where you belong.
Financial Advisor November 2009	Frontline News Advisor News: Poll on advisor pay... Citi Embracing Fee-Only Model... RIAs Set Record For Repurchasing Their Firms... FINRA Expands Arbitration Pilot Program... SEC Expects To Examine 9% Of RIAs Annually... more...
U.S. Banker December 2005	Investment products: Index-Rate Annuity Sales Surge at Banks Nationwide A once-obscure product, the equity-indexed annuity, is climbing steadily in popularity -- representing a major sales opportunity for banks -- thanks to its higher recent returns than the traditional fixed annuity.
CRM July 2004 Emmy Favilla	CRM in Action: Getting Resolution Right--on the First Call Jefferson Pilot Financial, a provider of universal life insurance, annuities, and employee benefits, wanted to maintain low operating costs, while sustaining content, satisfied customers.
Registered Rep. August 12, 2011 Diana Britton	Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future.
Registered Rep. January 1, 2006 John Churchill	More, More, More Faced with growing competition from other advice providers and fewer inherent advantages in the way of products and platform capabilities, wirehouse brokers will feel pressure to do more fee-based business and to make wealthier clients a bigger part of their practice.
Financial Advisor March 2007 Raymond Fazzi	Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors.
Investment Advisor April 2009	Soapbox: How to Restore Trust If we want advisors to act in the best interest of clients, there should be a compensation system that offers them incentives them to do so.
Financial Advisor July 2004	Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc.
On Wall Street November 1, 2008 Elizabeth Wine	Seeking Unsexy Annuities Annuities have received a bad rap of late for their high fees and confusing contracts. But as other investments tank, clients are once again looking for guaranteed income streams from their portfolios.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
Investment Advisor March 2009 James J. Green	Complex and Customized, but Also Disconnected Advisors must adapt the structure of their firms if they wish to succeed in attracting and retaining clients who are in or near retirement.
Financial Advisor March 2004 Tracey Longo	Making The Grade With Variable Annuity Exchanges With the creation of one-shot wrinkle reducers like Botox, battery-operated automobiles and cloned humans, can a world where there is no need to replace variable annuities be far off?
Registered Rep. May 1, 2012 Diana Britton	Comings & Goings: May 2012 Raymond James named Erik Fruland as chief operating officer... M. Kitces has been named a partner at Pinnacle Advisory Group... Matt Lynch has landed at Tiburon Strategic Advisors...
Financial Advisor July 2005 David J. Drucker	The Secret World Of Impaired Risk Annuities Many financial advisors who either sell and/or advise on the purchase of risk management products are still unaware of certain product nuances. Specifically, most advisors are familiar with immediate fixed annuities, and yet may know little about impaired risk annuities.
Financial Planning April 1, 2007 Marshall Eckblad	New Products Alternatives: State Street Global Advisors has listed the FTSE/Macquarie Global Infrastructure 100, an exchange-traded fund... Insurance: TransUnion has launched TrueCredit.com, a fee-for-service website that allows consumers to see their insurance scores... etc.
The Motley Fool March 30, 2007 Buz Livingston	Are You Really in Good Hands? You have to hand it to the insurance industry. Tying an agent's sales production to his or her family's continuing health insurance is a great way to generate sales. The benefit for the agent's clients, however, is less obvious.
Investment Advisor January 2008 Bob Clark	Part of the Solution For financial advisors, a fund you run yourself (with help) can solve some thorny issues.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
Registered Rep. October 1, 2002 Pamela J. Black	The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees.
Financial Planning March 1, 2012 Frank O'Connor	Solid Footing New sales of variable annuities held steady in the third quarter, totaling $38.5 billion vs. $39.4 billion in the second quarter and $33.8 billion in the third quarter of 2010.
On Wall Street January 1, 2012 John Diehl	Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market.
On Wall Street July 1, 2010 Frances A. McMorris	The Burgeoning Battle For The Best And The Brightest What are the wirehouse behemoths doing to keep their advisors happy, attract others, and, in turn, maintain the bulk of high-net-worth client assets?
The Motley Fool November 10, 2011 Dan Caplinger	Avoid This "Safe" Investment Today Guaranteed investments cost too much.
Financial Planning December 1, 2010 Marco Chmura	An Upward Swing Prudential continued to lead the way as the top seller of variable annuities with $5.3 billion in second-quarter sales and a 15.7% market share.