Asia Martin

Sales of fixed annuities were down by double digits, while variable annuity sales grew 16%, despite market conditions.

Under the premium affiliation model, LPL will handle some of the more daunting tasks involved in going independent while allowing advisors to be self-employed.

Partnering with Dynasty Financial Partners, Marty Bicknell’s Mariner Platform Solutions will target advisory firms that want to affiliate with Mariner for back-office support but retain ownership of their practices.

About 300 FPA members have signed on to provide financial planning to safety professionals at a 20% discount.

Eighty three percent of health insurers plan to keep their rates static, in response to COVID-19.

Instead of sticking to an employee model or full independence, large firms are embracing the hybrid affiliation model.

The spread of coronavirus put a kink in Blyth & Associates’ transition to LPL, but the team found that most things could be done virtually.

'We did not lay anyone off in 2008. We will not lay anyone off during the current crisis,' said CEO Ron King.