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Vanguard ETFs Top iShares in Advisor Loyalty, Cogent Research Finds
Study found that Vanguard ETFs capture about $5.5 million in assets per advisor vs. $5.7 million for iShares. …
September 03, 2010
Makers of Champagne, Chocolates, Artisanal Foods Go Green but Not Mean
Some luxury products are boasting environmental benefits…
September 03, 2010
Guaranteed Life Benefits Popular Among Q2 Variable Annuity Purchasers
Election rates for guaranteed living benefit riders increased 18%…
September 02, 2010
U.S. Sales of Fixed Annuities Saw 18% Jump in Q2
Sales in Q3 likely to increase 10% over Q2, Beacon Research predicts…
September 02, 2010
'The Fiduciary Reference' Delivered to SEC Call for Comments
‘Must-read’ papers include diverse views about fiduciary duty as applied to advice to investors.…
August 31, 2010
FINRA Alert: High-Yield Investment Programs Tied to Ponzi Schemes
Attracted by promises of high returns? Think Madoff…
August 31, 2010
Industry Lobbying of SEC on Fiduciary Standard to Continue
Unclear whether SEC will seek input on study of FINRA as SRO for advisors…
August 31, 2010
Schwab Survey: Conservative Outlook From Advisors, Some Bright Spots
Double-dip recession unlikely, S&P to increase…
August 26, 2010
IRI: Variable Annuity Sales at 'Record High'
Fixed annuities post quarterly increases, as well.…
August 26, 2010
Study Finds Five 'Types' of Boomers
What kind of boomers are your clients? …
August 26, 2010
Automatic IRA Bill Introduced by Sens. Bingaman, Kerry to Congress
Targets employees of businesses that don’t currently offer retirement plans…
August 25, 2010
LIMRA: Q2 Annuity Sales Up
Variable annuities show double-digit growth.…
August 19, 2010
Retained Asset Accounts Is Focus of Senator Shelby’s September Hearing
NAIC working group releases consumer alert on the accounts.…
August 19, 2010
Starve, shoot, stab the beast
If we really want recovery, why not mimic the policies of the past? …
August 19, 2010
SEC Charges New Jersey for Fraudulent Municipal Bond Offerings
First time a state has been charged with fraud.…
August 16, 2010
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Obama’s Field of Dreams
Study Finds Five 'Types' of Boomers
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Advisors Unsure About Impact of Financial Reform
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