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On Wall Street profiles the most influential personalities in the advisory industry this year.
January 1 -
Online community nets its 1,000th member.
January 1 -
Dale Yahnke has built up $2.1 billion in AUM by focusing on low costs and specific solutions.
January 1 -
Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs.
January 1 -
Industry wide, however, annuity sales dropped slightly in the third quarter, according to a report by Morningstar and Beacon.
December 4 -
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.
December 1 -
After a long time focused on medical professionals, Cindy Conger's new practice targets female clients. That means doing a few things differently.
December 1 -
After six months of negative cash flows, non-qualified annuities turned positive in the third quarter.
November 20 -
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.
November 2 -
Consumers are increasingly going online to research insurance and annuity products, but the Internet is far from displacing insurance professionals from their roles.
October 11 -
Small banks had total investment revenue of $266 million for the first half, up 11% over the same time period last year: report.
October 10 -
Advisors report that annuities are requested by clients more than any other unsolicited product, according to a new study from Cerulli Associates.
October 9
Financial Planning -
Advisors report that clients request annuities more than any other unsolicited product, according to new research from Cerulli Associates.
October 9 -
Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
October 1 -
The increase in both market volatility and interest from the Baby Boomers in generating retirement income should be a slam-dunk for variable annuities.
September 27 -
TD Ameritrade announced Wednesday it will introduce access to a full range of competitively priced annuities to help independent registered investment advisors meet increasing client demand for retirement income solutions.
September 26 -
While annuities have become more widely accepted as a vital part of a retirement strategy, there are millions of Americans who still aren't opting for them.
September 11 -
While a number of major carriers have exited the annuity industry due to capital constraints, continued volatility and historically low interest rates, key players contend that there is still plenty of capacity to meet growing market demand.
September 11 -
Over the next 10 years, advisors will help their clients facilitate the largest wealth transfer in the history of our nation's history and charitable planning will become an increasingly larger and more important part of that service.
September 10 -
Seventy-three percent of annuity owners and 17% of non-owners agreed that annuities are an important part of a retirement strategy, compared to 55% and 8%, respectively a year earlier, according to the survey of investors and financial advisors released at the IRI 2012 Annual Meeting,
September 10






