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An inside look at why LPL Financial is leading the charge with fee-based variable annuities

Sun Life and Harbor Lights Financial among those reporting the program's early success

Friday, February 18, 2011 – 6:17 AM by Brooke Southall
Admin:
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John Moninger: It’s about growing the overall wallet.

Related Moves

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

August 19, 2020 – 2:18 AM

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 – 7:40 PM


Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold




Roy

Roy

August 18, 2011 — 6:05 PM

Jefferson National is deceptive by marketing its annuity as a wildly less expensive alternative to other annuities. The reality is that after the advisory fee and inflated sub account expenses, the vast majority of investors at best have a solution that may or may not be slightly less cost than a fee-based or commission-based annuity. Sorry Jefferson, doing the cost two-step shuffle does not change the fundamental economics of an annuity.

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