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Articles tagged "annuities"


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Craig Hawley says RIAs will buy more fee-based annuities under more pain-free conditions.

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

Ashish Braganza got a crash course in investments at OppenheimerFunds. Before that he spent five years at Lenovo, which took fading brands like Motorola and IBM PCs and built them back into world beaters.

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

David Lau: I don’t believe any of these moves independently are major. What is major are the moves as a collective. Allianz is clearly placing a lot of focus on becoming a big player in the RIA space

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

Burt White: We'd love to integrate annuities.

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

Matt Judge: Demand reached a head recently.

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

Ron Rhoades:  In essence, the “theory” of FIAs often fails in its execution, due to poor product design and abusive sales practices.

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

March 18, 2011 at 1:44 PM

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