In this installment of our HECM series, we review three strategies that should entice advisors: the HECM-for-purchase, the HECM-LOC for liquidity in down markets, and the HECM-LOC created at age 62 but tapped only if all other sources of cash are exhausted.
Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of research on variable annuity sales, the Fed's response to the March 2020 crash, and more.
Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.
Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?
In a new research paper, a group of Big Ten economists and an IRS analyst say that wealthy people and older people are the most likely to sell in scary market downdrafts.
In 2015, Athene USA was the fifth biggest seller of indexed annuities in the US, with $2.55 billion in sales and a 4.8% market share. It trailed Allianz Life, American Equity, Great American, and AIG.
In the US, 28% of those surveyed said they don’t think they will use robo advice tools in the future, compared with only 12% in the UK.
Wealth management firms, brokers, exchanges, trading software providers and fintech start-ups can use the service, which can monitor price data on stocks, futures, options, forex, mutual funds, ETFs and indexes.