"AnnuityNets system will allow advisors and their clients to open annuity accounts, conduct transactions and sub-account switiching and rebalance accounts easily and automatically. Integration with Spectras Information Server, an enterprise-wide operational data store, will provide financial institutions with aggregation across all lines of business for a consolidated view of a clients holdings, including annuities," the company said in a statement.
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As the U.N. renews its call for $1.3 trillion a year in climate finance, four leaders in climate finance say the biggest question for advisors is where that money goes.
September 25 -
As AI threatens firms' lucrative business managing uninvested cash, Schwab gives its RIA partners a new way to keep clients' cash holdings sticky.
September 25 -
Securities and Exchange Commission Commissioner Hester Peirce announced Friday that she would leave the agency on Oct. 2.
September 25 -
"The Listening Advisor" author John Gatewood preaches a five-part framework that he says can help financial advisors build deeper relationships with their clients and open valuable careers to aspiring planners.
September 25 -
Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.
September 25 -
Valuation expert David DeVoe says he thinks the falling deal numbers are less of a reflection of waning demand and more of general economic concerns.
September 24









