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Merrill Lynch Has Answers for Roth IRA Questions
Wed, Nov 18, 2009
Merrill Lynch has given its financial advisors a “customized analysis tool” to help clients determine if a Roth IRA conversion is right for them.
Industry Views
Should Annuity Firms Care About Social Media?
The annuity industry has been slow to adopt social media. But given the industry’s target audiences, does it matter? Download an excerpt from the report "Social Media: Trends and Tactics in the Financial Services Industry."
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
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News
Income-Oriented Advisors Seek Validation: Survey
Wed, Nov 18, 2009
“The market now seems divided among total return, pooled [buckets] and income floor practitioners with none of these approaches appearing to dominate," say Howard Schneider and Dennis Gallant.
Three Liquidity Options in New SPIA from Security Mutual Life
Wed, Nov 18, 2009
The contract owner may withdraw up to 50% of the next 12 months' payments at least once during the life of the contract.
Reputation of ‘Alternatives’ Survives the Crash
Wed, Nov 18, 2009
More than 60% of institutions and advisors believe alternatives will at least equal traditional investments in importance over the next five years.
Sales of Indexed Annuities Cool in Third Quarter
Wed, Nov 18, 2009
“The big story this quarter is the shake-up in rankings among the indexed annuity carriers," said Sheryl J. Moore, President and CEO of AnnuitySpecs.com.
