Reaching HNW clients in the pandemic era: Cerulli
'Many asset managers have shifted to a channel-agnostic approach distribution model from a channel-specific model,' said Cerulli analyst Asher Cheses.
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SEC suspends trading of securities hyped in social media; Mutual of Omaha aims to get ‘Retirement Right’; Americans feel more financial damage from pandemic than in 2008: Allianz Life;...
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Pacific Life offers an investment-only VA; Wells Fargo will sell its asset management business; Philips, MetLife and Principal Financial seal $1.2 bn pension risk transfer deal; Security Benefit receives...
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Women are skeptical of advisers: Cerulli; Equitable announces $1 billion share buyback.
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Pacific Life to distribute two fee-based annuities; NARSSA sets up platform to support accredited Social Security experts; PGIM Investments announces over $21 billion in net fund flows for 2020;...
Nationwide, Annexus partner on in-plan annuity
Nationwide announced last October that it would release a series of five new products for the 401(k) market. Today it announced Lifetime Income Builder, a fixed indexed annuity with...
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Life sales show new life in 2020, MIB Index shows; 'Excessive fee' lawsuit against Penn's 403(b) plan settles for $13 million; Metro-area businesses are expected to recover from Covid-related...
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Annuity distribution expert Scott Stolz joins SIMON; TIAA private equity affiliate raises $6.4 billion in new capital; MetLife unit in longevity reinsurance deals with Legal & General; Thrivent promotes...
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Reports of reinsurance and other deals involving Empower, MassMutual, Ares Management, Unum, Global Atlantic, New York Life, Cigna, and Voya, with other news.
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Retirement Income Journal takes a holiday break; Fed to buy at least $120 billion in bonds per month; Global Atlantic adds $8.5 billion in reinsurance deal; Roth IRA assets...
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Retirement plans cope better this year than in 2008-2009; Public pensions have shown “great resiliency” this year: Milliman; SPARK Institute elects new chair and vice-chair; TruChoice to distribute Jackson...
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ARA weighs in on ‘lifetime income illustrations’ in 401(k) plans; Barbara Turner becomes Ohio National’s first female CEO; Congress should support PPP tax relief: AICPA.
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Vermont grocers start a closed MEP 401(k); Lincoln will recordkeep; Forethought annuities now on SIMON platform; Surge in borrowing by life/annuity insurers: AM Best; Investing after the 2020 election:...
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Mercer and Empower will partner on forthcoming ‘PEP’; New ‘structured outcome’ ETF from TrueMark; ‘Annuity Switchboard’ now available from Beacon Annuity Solutions; IRS publishes inflation adjusted limits for employers...
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SEC to air October 26 public hearing on ‘Reg BI’; Plan participants want lifetime income options: Lincoln Financial; Pandemic creates anxiety about Social Security: Wells Fargo; Empower marks...
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Protective’s new fee-based VA available at RetireOne; U.S. could save trillions in health care costs in coming decades: McKinsey; Vanguard adds new manager to its International Value Fund
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SEC commissioners disagree over ‘finders’ exemption; New clients bring $148 billion to Fidelity in 2020; COVID-19 impact on long-term care insurance documented; Rate drought, bull market buffet private pensions:...
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Mercer enhances U.S. Pension Buyout Index; CUNA offers new MYGA fixed annuity, ‘MaxProtect’; WINK unveils sales data portal.
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New A-CAP 10-year FIA linked to Credit Suisse Momentum Index; PlanGap Annuity insures against Social Security failure; 80% of older Americans need financial advice: The American College; ‘Mercer Wise...
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Retirement Income Journal takes a break; Explaining the stock market/real economy disconnect; MetLife Investment Management originates $6.2 billion in private placements; Jackson National creates insurance portal for ‘iRIAs’; DPL...
