It's no longer a minority report. We talk to executives at Envestnet, DPL Financial, RetireOne, Allianz Life and United Capital about new platforms for helping registered investment advisors integrate insurance products into retirement plans for clients. Has a long-awaited tipping point arrived?
Donald Trump’s 'profligate fiscal policies and reckless trade and sanctions policies will undermine America’s economy and the role of the dollar in global finance,' writes our guest columnist, an economist at Columbia University.
Senate Bill 964, which was passed last week, requires CalPERS and CalSTRS to identify climate risk in their portfolios and report on that risk to the public and to the legislature every three years.
'Just 53% of practices with assets under management (AUM) between $50 million and $100 million in-source their investment decision making,' said Ed Louis, a senior analyst at Cerulli, in a release.
'2012- and 2013-vintage contracts remain the best-sellers both by average sales volume and total sales volume by year. Of the top 100 selling VAs in Q2 2018, 25 were first issued in 2012 or 2013,' writes Morningstar's VA analyst.
To arrive at personalized recommendations, the service integrates account level tax status, household tax filing status, and the latest state-by-state and federal tax date with a goal of extending the life client portfolios.
New Jackson National campaign depicts aging as beginning, not an end; T. Rowe Price’s new ad campaign explains its active management philosophy; Global Atlantic announces annuity product ‘overhaul.'