Articles tagged "annuities"
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'Oversubscribed' DPL Financial raises $23 million -- including from insurers it screens; cash is earmarked to build 'straight-thru' annuity purchases
CEO David Lau talked to RIAs before accepting capital from TIAA and others and wants to make guaranteed income easy to buy as mutual funds
December 3, 2024 at 3:09 AM
Ten years into a pilot, State Street finally joins BlackRock and promises an annuity baked into 401(k) funds as post-80 longevity insurance
State Street is still working on finishing touches but is building on its momentum after leaping from seventh to third in retirement asset management
June 27, 2024 at 1:25 AM
IRS alleviates suffering of RIAs who use fee-based annuities by ending the need for an excruciating tax conversation that brought their own fees into focus
RIA clients practically needed a CPA to understand the tax and the compassion of a mystic to accept it with aplomb; the Internal Revenue Service took pity
September 3, 2019 at 9:59 PM
LPL Financial tries to solve two 'digital' problems with one new hire; the broker-dealer admits high 'friction' with clients for onboarding and matching them to the right annuity
Ashish Braganza puts LPL in to the data game but critics wonder whether the belated hire comes with too small a budget and team
July 25, 2019 at 6:18 PM
Decades-old stench of annuity sales and deception hangs heavy, but very 2018 efforts by DPL, Nationwide, Allianz and others offer whiff of hope of cracking the RIA market
As RIAs kick stockbroker butt, old-line insurers like Nationwide are taking the RIA fee-based and open-architecture model seriously -- because they have to -- and target the $2 trillion fixed-income aspect of RIA portfolios.
December 5, 2018 at 8:40 PM
LPL Financial's $28 million cash purchase of AdvisoryWorld solves one big problem: Now it can make sure the proposal software includes annuities in its proposals
The Fort Mill, S.C.-based IBD is the No. 1 annuity distributor in the United States but it still cranks out proposals focused on stock/bond allocations
December 4, 2018 at 10:46 PM
Not without criticism, TD Ameritrade opens an 'insurance agency' for RIAs that want to provide annuities
Schwab says it will also use more annuities to meet the swelling demand for retirement income but Jefferson National's CEO questions the custodians' focus on traditional annuities
September 28, 2012 at 4:19 PM
The ABCs of doing due diligence on fixed income annuities
State regulators are stepping up as the SEC, reigned in by Dodd Frank, retreats on regulation of fixed income annuities
