Glenn Daily on Buying Annuities and Why it Might Make Sense to Wait
Glenn Daily is one of the top financial advisors in the country.
Specializing in life insurance and annuities, Glenn is widely...
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Top Ten Annuity Buying Tips
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Stagnant Annuity Market - Conning Study
Submitted by tom on
Conning Research & Consulting recently published a report on the individual annuity market.
The U.S. indivual annuity market is increasingly concentrated and has suffered from less than robust growth rates over the past several years.
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Keeping an Eye on Fiduciary Status
The proposed regulation that could expand fiduciary status to a broader set of financial advisors appears to be pending in Congress.
The Dodd version from the Senate Banking Committee would potentially extend fiduciary status to broker-dealers and registered representatives. Broker-dealers are currently exempt from the Investment Advisers Act which defines fiduciary status.
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The Head of Retirement and Services at BofA Merrill Lynch Offers Views on Retirement Planning Reform
Andy Sieg is the head of Retirement Planning and Services for Bank of America Merrill Lynch. Sieg provides his views on retirement planning reform in a recent op-ed piece in Investment Advisor. Among Sieg's points are: Support of the steps recently outlined by the Obama Administration to ancourage and support adequate financial planning for retirement. Specifically, support of incentives such as automatic enrollment for employer-sponsored savings options such as 401ks and IRAs. Support of...
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