Annuities

RegentAtlantic has built up a $2.4 billion firm by rounding up a baker's dozen of niche-focused wealth advisors.

How one firm is preparing for a few of the megatrends heading our way.

Sales of deferred income annuities grew to more than $1 billion in 2012. But they are still a minor portion of the overall market, representing less than one percent of total annuity sales.

Men and women 35 – 64 with income of $150,000 - $249,000 may represent the ripest sales opportunities for advisors, according to poll by Nationwide Financial.

Raoul Rodriguez Walters' planning practice specializes in the intricacies of financial migration.

Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half.

The amount of money flowing into annuities declined last year more than 6% from prior-year levels, according to a report from the Depository Trust & Clearing Corp.

Consumers may be wary of life and annuity products as they confront more immediate financial concerns, according to the Deloitte Center for Financial Services.

Lincoln Financial Group has selected the FireLight platform to automate and streamline its annuity applications.

Annuities are a form of insurance and insurance companies are good at pricing risk. Here's how to tell if they are right for your clients.

On Wall Street profiles the most influential personalities in the advisory industry this year.

Online community nets its 1,000th member.

Dale Yahnke has built up $2.1 billion in AUM by focusing on low costs and specific solutions.

Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs.

Industry wide, however, annuity sales dropped slightly in the third quarter, according to a report by Morningstar and Beacon.

In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market.

After a long time focused on medical professionals, Cindy Conger's new practice targets female clients. That means doing a few things differently.

After six months of negative cash flows, non-qualified annuities turned positive in the third quarter.

But the increase comes from the fact that more banks began reporting for the first time— an apples-to-apples comparison is not so rosy.

Consumers are increasingly going online to research insurance and annuity products, but the Internet is far from displacing insurance professionals from their roles.