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Investment Advisor
November 2006 |
Tell Us How You Really Feel Letters to the editor: Board to Death: Reloaded.. At a conference near you... Corrections...   |
Investment Advisor
August 2008
Elizabeth D. Festa |
Insuring 401(k) Success Via Annuities Advisor Michael Salley remains a fan of annuities and insurance company products to help manage his clients' assets. |
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. |
CFO
December 1, 2010
David M. Katz |
The Check Will Be in the Mail Can annuities help ease employees' fears about having enough money in retirement? |
Financial Planning
August 1, 2008
Elizabeth O'Brien |
Joining the Fray Those who can, do, the saying goes. Three Moss Adams consultants embraced this sentiment over the past year, leaving their prestigious perches at the Seattle-based firm to practice what they preached. |
Investment Advisor
August 2008
Bob Clark |
Replacements Without a Clue Moss Adams LLP dropped a widely reported bombshell on the independent advisory community by announcing the firm is phasing out its practice management consulting. Who's going to fill the void? |
Registered Rep.
April 27, 2011
Diana Britton |
Poll: Do Recruiters Promise Too Much? A former Raymond James advisor recently filed suit against the broker/dealer claiming an internal recruiter misrepresented the support, technology and compensation the firm could deliver. |
Financial Advisor
October 2007 |
Letters to the Editor A Great Start... Tell The Whole Story... etc. |
The Motley Fool
August 19, 2004 |
The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement. |
The Motley Fool
August 11, 2010
Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. |
Investment Advisor
May 2006 |
Letters: We're All Getting Older Retirement goals and expectations... Irrational fear of capital gains... Social Security is doomed because no one has the nerve to fix it... |
Investment Advisor
September 2008
Bob Clark |
Who's Your Daddy? Philip Palaveev's new gig as president of Fusion Advisor Network foreshadows the future of independent advice. |
Investment Advisor
July 1, 2011 |
Not There Yet Letter to the Editor: "Does the Federal Government Have a Future in Annuities?" |
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. |
The Motley Fool
December 8, 2010
Selena Maranjian |
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. |
Investment Advisor
January 2007
Stapleton & Green |
Managing Growth, Smartly The recent 2006 Investment Advisor Summit focused on finding, compensating, and motivating the right people for your firm. |
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. |
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. |
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. |
The Motley Fool
July 25, 2007
Buz Livingston |
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you. |
Financial Advisor
June 2008 |
Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc. |
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. |
The Motley Fool
September 15, 2010
Dan Caplinger |
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them. |
Financial Advisor
October 2007 |
Frontline News Congress Grills "Senior" Advisor Designations... Live Long And Prosper... Fidelity Planning Income Annuity... Mansueto To Receive Award... Fiduciary Network Buys Brightworth Stake... etc. |
On Wall Street
December 1, 2009
Geoffrey Stiff |
When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados. |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
The Motley Fool
April 13, 2004
Dan Otter |
Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them. |
Investment Advisor
November 2007
Melanie Waddell |
New Options in 401(k)s Immediate annuities and longevity insurance help tackle retirees' income conundrum. |
Registered Rep.
September 1, 2006
Anne Field |
Taking the Growth Plunge Even with the most sophisticated technology available, your financial advisory practice isn't going to grow significantly unless you start staffing up. |
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 |
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. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
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. |
Knowledge@Wharton
August 27, 2003 |
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
Financial Advisor
September 2007
Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. |
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. |
The Motley Fool
October 7, 2004
Robert Brokamp |
Financial Predators Does your financial advisor care more about your retirement, or his? Look for a broker with whom you can trust and has beat a relevant benchmark after fees and taxes over a three-year period. |
Financial Planning
December 1, 2007
Ilana Polyak |
Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet. |
The Motley Fool
January 11, 2010
Dan Caplinger |
This Won't Solve the Retirement Crisis Promoting annuities has more cons than pros. |
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? |
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. |
