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Los Angeles Will Be Among Most Impacted Markets in a Trade Dispute
News 3 months ago
Los Angeles Will Be Among Most Impacted Markets in a Trade Dispute

Los Angeles and Long Beach are among the markets to see the biggest impact from the trade disputes and tariffs. Port markets and the supportive...

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3 New Presidents: Guardian, Aflac, UnitedHealth
News 3 months ago
3 New Presidents: Guardian, Aflac, UnitedHealth

Three major life and health insurers have named presidents this week, and all of the new presidents will report to a chief executive officer....

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New Annuity Starts Lifetime Income Stream at Age 91 or Later
News 3 months ago
New Annuity Starts Lifetime Income Stream at Age 91 or Later

Haven Life Insurance Agency is offering a new defense against longevity risk: a deferred income annuity contract with benefits that start when the...

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World Regulator Group May Let U.S. Have Its Own Capital Standards
News 3 months ago
World Regulator Group May Let U.S. Have Its Own Capital Standards

An international insurance regulator group today adopted a capital standards approach that horrifies U.S. life insurers - but it said it might let...

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Welcome to 'Unretirement': Most Older Americans Say They'll Keep Working
News 3 months ago
Welcome to 'Unretirement': Most Older Americans Say They'll Keep Working

The conventional view of retirement as a time of no work and hopefully some play may be passe. A new Harris Poll conducted on behalf of TD...

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Donor-Advised Fund Grantmaking Surged 19% in Fiscal 2018: NPT
News 3 months ago
Donor-Advised Fund Grantmaking Surged 19% in Fiscal 2018: NPT

Donor-advised funds in the U. S. have been on a roll during the past five years, their number tripling and grants to charities from DAFs nearly...

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2 Advisors, Married 12 Years, Keep Their Work Lives 3,000 Miles Apart
News 3 months ago
2 Advisors, Married 12 Years, Keep Their Work Lives 3,000 Miles Apart

When they married 12 years ago, financial advisors Linda Lubitz and Norm Boone merged their lives but not their thriving practices. And never the...

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Fidelity to Add USAA Income Annuity
News 3 months ago
Fidelity to Add USAA Income Annuity

Fidelity Investments has added a single-premium immediate annuity (SPIA) from USAA Life Insurance Company to the income annuity menu at its...

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Ken Fisher Asked Women to Appear in Ads. Not All Were Happy About It.
News 3 months ago
Ken Fisher Asked Women to Appear in Ads. Not All Were Happy About It.

Late last month, Fisher Investments surprised hundreds of female employees with a last-minute meeting. Jill Hitchcock, a senior executive vice...

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Lawyers & Advisors: More Similar Than You Think
News 3 months ago
Lawyers & Advisors: More Similar Than You Think

When you think of professions that pay well, being a lawyer is high on the list. You've heard how parents hope their child becomes (or marries) a...

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Merrill Lynch, Wells Fargo Reps Move to Raymond James: Recruiting Roundup
News 3 months ago
Merrill Lynch, Wells Fargo Reps Move to Raymond James: Recruiting Roundup

Raymond James recruited Vic Howie, Paige Passerallo and Dustin Lisk to its employee channel in Charlotte, North Carolina, from Merrill Lynch, where...

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Employers Inch Up Workplace Sustainability on Their List
News 3 months ago
Employers Inch Up Workplace Sustainability on Their List

NEW YORK CITY - Workplace sustainability in design and development is growing as more employers make it an aforethought than an afterthought to not...

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5 Questions to Ask About Your Construction Finance Package
News 3 months ago
5 Questions to Ask About Your Construction Finance Package

Construction lending is big business in the US, and access to construction loans for commercial real estate has become more competitive in recent...

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WeWork Forgot about Organic Growth
News 3 months ago
WeWork Forgot about Organic Growth

Frederick Warburg Peters, CEO of Warburg Realty, says businesses can take any number of lessons from WeWork's woes. But the most salient lessons...

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2019 Will See More Store Closures Than the Previous Record Year
News 3 months ago
2019 Will See More Store Closures Than the Previous Record Year

The narrative about the retail market has changed. This year, more investors and industry experts are talking about the revival of retail, the...

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You Can Outsource Cold Calling
News 3 months ago
You Can Outsource Cold Calling

"You need to cold call." We regularly repeat this to advisors we meet because they often rely heavily on cold calls. Although referrals are great...

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RetireOne Acquires Edelman Financial's Broker-Dealer Unit
News 3 months ago
RetireOne Acquires Edelman Financial's Broker-Dealer Unit

RetireOne - a distributor of fee-based annuities and life insurance policies - has acquired a broker-dealer business from an arm of Ric Edelman's...

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GuideWell Aims to Grow Seniortech Startups
News 3 months ago
GuideWell Aims to Grow Seniortech Startups

The corporate parent of Florida Blue - the Blue Cross and Blue Shield carrier for Florida - wants to help 10 aging support technology seedlings...

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NAIC Seeks Actuarial Services for LTCI Rate Project
News 3 months ago
NAIC Seeks Actuarial Services for LTCI Rate Project

The National Association of Insurance Commissioners (NAIC) is moving ahead with an effort to develop a consistent national approach to long-term...

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FOMO Turns Fund Managers Bullish in November: Merrill
News 3 months ago
FOMO Turns Fund Managers Bullish in November: Merrill

Global fund managers added risk in November, no longer explicitly gearing their portfolios to assets that outperform in a low-growth and low...

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The Limits of Fed Policy, Per Its Chairman
News 3 months ago
The Limits of Fed Policy, Per Its Chairman

Although the Federal Reserve expects the U. S. economy will continue to expand along with a strong labor market and moderate inflation, the economy...

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Equity Plan Participants Need Your Advice: Schwab
News 3 months ago
Equity Plan Participants Need Your Advice: Schwab

Although the average vested value of U. S. workers' equity compensation is almost $100,000, less than half of those employees have ever exercised...

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Top 10 Best States to Start a Business
News 3 months ago
Top 10 Best States to Start a Business

Many factors can influence an entrepreneur's chances of success in starting a company. As in so many realms, it often comes down to location....

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Prudential Shares Indexed Annuity Risk With Reinsurer
News 3 months ago
Prudential Shares Indexed Annuity Risk With Reinsurer

A unit of Prudential Financial Inc. is turning to a reinsurer in Bermuda to help it power its indexed annuity business. Prudential Annuities Life...

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How to Get Wealthy People to Trust You
News 3 months ago
How to Get Wealthy People to Trust You

Trust is a funny thing. I interviewed a retired Chicago advertising executive who explained it's built up slowly over time, yet can vanish in an...

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Why Investors Need to Watch OZ Bills
News 3 months ago
Why Investors Need to Watch OZ Bills

If you're involved with Opportunity Zones, you need to be aware of two bills that have been introduced on Capitol Hill. The bills were proposed...

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To Answer Demand Healthcare Developers Find They Must Get Creative
News 3 months ago
To Answer Demand Healthcare Developers Find They Must Get Creative

Finding strong deals in the healthcare real estate space has gotten harder this year and investment sales reflect that dynamic. Yet the demand for...

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The Scion Group, Hana Financial Group Acquire Student Housing Portfolio
News 3 months ago
The Scion Group, Hana Financial Group Acquire Student Housing Portfolio

CHICAGO, IL - The Scion Group and Hana Financial Group have acquired a four-property, student housing portfolio in a joint-venture transaction. The...

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Childhood Cancer Raises the Survivors' Death Rate: Hank George
News 3 months ago
Childhood Cancer Raises the Survivors' Death Rate: Hank George

People who fight off cancer when they are children or young adults may have to keep on fighting: They seem to be much more likely than otherwise...

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FINRA Floats Limit on Brokers as Beneficiaries
News 3 months ago
FINRA Floats Limit on Brokers as Beneficiaries

The Financial Industry Regulatory Authority is seeking feedback on a new rule proposal that would limit any associated person of a broker-dealer...

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