Howard J. Stock

Combined market volatility and low interest rates have created the ideal environment for indexed annuity sales as fixed products continue to suffer, LIMRA says.

Steve Luckenbach, a wholesaler for Jackson National Life with 24 years’ experience under his belt, says that over that time he’s seen some advisors excel and others fail, but not for reasons you’d think.

Companies, employees and financial advisors all benefit when 401(k) sponsors take plan administrators’ advice.

Ninety-two percent of wealthy investors are actively looking for market opportunities, according to a U.S. Bank survey.

While 90% of wealthy business owners give to charity, only one-fourth of entrepreneurs say their financial advisor helps them plan for it.

There isn’t much positive movement now in either recruitment or compensation, but a reviving market should change all that next year, Russell Reynolds predicts.

To compete with Fidelity and Schwab, SEI reiterates its no-fee stance for advisors with less than $10 million on its platform.

Regardless of the size of the investor, it seems that timely communication can save a relationship, or at least stall its demise.

LPL advisor Stephen Wedel is wowing clients by creating retirement income streams out of investment sources most advisors don’t touch.

While many annuity providers scaled back pricey riders after the crash, it’s now clear that investors are willing to pay a premium for guaranteed living benefits.

Negative sentiment weighs down healthy savings rates in the third quarter, trend firm First Command finds.

While many advisors are on a behavioral finance kick right now, they don’t necessarily practice the emotion-free rationality they preach to clients.

Catie Tobin succeeds Mike Kavanagh as head of RBC Correspondent and Advisor Services.

Before the bustle of the holiday season sweeps us all into the New Year, what should advisors do before the clock strikes midnight on Dec. 31?

The looming battle over Congress is bringing investors’ macro-economic concerns to a head.

Bank loans could suffer if Bush-era tax cuts are repealed, potentially slowing an economic recovery, Market Research Insight’s Geller warns.

Exporters with C-grade fundamentals are thrashing their better-heeled competitors due to cheap capital here and bargain-basement pricing overseas.

Capitol Hill’s efforts to fix the financial system will merely burden already cash-strapped banks, their officers complain.

Many advisors find all-encompassing business strategies too much to cope with. Enter the postcard plan.

Increased bank-customer interest in variable products indicates a positive shift in their aversion to market exposure.