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Insurance & Technology
July 21, 2010
Nathan Golia |
ACORD Adopts DTCC File Formats The Depository Trust & Clearing Corporation's formats is part of ACORD's move toward industry-wide data exchange standards, the organization says.   |
Insurance & Technology
November 12, 2007
Steve Terry |
Beneficial Financial Group CIO Steve Terry Discusses Business Intelligence Tools For the life and annuity industry, being effective with the available business intelligence tools can be a real challenge. |
Registered Rep.
June 1, 2005 |
Could Fear of Variable Annuities Have Anything to Do With This? According to a study, equity-indexed annuities accounted for 30% of total annuity sales last year, up from just 6% in 2002. |
Registered Rep.
April 1, 2005
Will Leitch |
Elder Abuse, Advisor Style The NASD says it will propose "significant" regulatory changes to the way variable annuities are sold, claiming elderly clients are being "scared" into investing in products against their best interests. |
Investment Advisor
May 2010
Marlene Y. Satter |
And Another Thing. . . Genworth Financial, in addition to launching Total Living Coverage Annuity, its hybrid annuity/LTC policy, has also brought out another annuity that acts more or less as a CD alternative. |
Wall Street & Technology
August 6, 2007
Melanie Rodier |
Deliso Joins DTCC's Wealth Management Services Nicholas A. Deliso has joined The Depository Trust & Clearing Corp. as a senior relationship manager in the wealth management services area. |
Financial Planning
May 1, 2012
Ed Slott |
Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts." |
Bank Systems & Technology
February 10, 2004
Cynthia Ramsaran |
This Year's Fashions The fixed-income annuity is the new black. |
Wall Street & Technology
September 22, 2007
Melanie Rodier |
Omgeo Board Adds Michael Bodson Bodson, executive managing director for business management, strategy and marketing for The Depository Trust & Clearing Corp. has joined the Omgeo board of managers. |
Wall Street & Technology
February 14, 2006
Cory Levine |
DTCC Hires Derivatives Expert Derivatives processing authority Bill Stenning joined the Depository Trust & Clearing Corp. (DTCC) as VP of business development. |
Financial Planning
October 2, 2007 |
Compliance Advisors should research the annuity product options fully to select the best choices and riders to meet clients' needs. |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
CFO
March 1, 2007
Marie Leone |
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' |
The Motley Fool
November 19, 2004
Roy Lewis |
How to Deal With Annuities' Losses When cashing out, there are several tax issues to keep in mind. |
Registered Rep.
September 17, 2012
Alan Lavine |
Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity? |
Financial Planning
February 1, 2006
Patrick Ferrer |
Annuities Special: Fee Factor When your clients buy annuities, do you really know what they're paying for? |
Investment Advisor
May 2010
Marlene Y. Satter |
Easy Rider Redux Advisors might find a tough subject easier to broach with clients. |
Financial Planning
March 1, 2011
Frank O'Connor |
Encouraging Signs New variable annuity sales slipped slightly in the third quarter of 2010, to $33.6 billion from $33.9 billion in the second quarter, but they were still up 9.9% from the $30.6 billion in the third quarter of 2009. |
Financial Planning
July 1, 2006
Elizabeth O'Brien |
A Cheaper Annuity Is Raymond James's new cap on fees the start of a trend in variable annuities? |
U.S. Banker
December 2007
Anthony Malakian |
Retirement Dreams Are Fueling Soaring Sales As the Baby Boomers move into their 60s, mutual-fund and annuity sales and services are thriving, and with a good two decades worth of Boomers nearing retirement, the long-term forecast seems good for banks. |
BusinessWeek
February 7, 2005
Ellen Hoffman |
Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues |
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. |
Insurance & Technology
March 6, 2008
Lori Widmer |
Farm Bureau Insurance of Michigan Web-enables Critical Business Functions Farm Bureau Insurance of Michigan has Web-enabled many of its disparate systems to create a single customer view. |
Financial Advisor
August 2005 |
Advisor Emporium DTCC Forms Alternative Investment Advisory Committee... Waterhouse Issues Guide To Help Registered Reps Become RIAs... John Hancock Launches Succession Planning Sales Tool Kit... etc. |
