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Wealthy clients are not thinking about tax-driven wealth transfer strategies right now. Instead, if they want to talk to advisors at all, they want to talk about asset protection.
For financial advisors who work with local banks, it’s a great time to win new business. Community banks are holding their own in this difficult financial market, and reeling in new clients. Some 57 percent of them reported an increase in...
Life insurance holders are opting to trade in their old policies for new, better designed or more conservative policies issued by companies in solid financial health these days. But they’re holding on to their variable annuity contracts, as...
Variable annuities are in the midst of a major overhaul. In recent months, VA providers have been busy raising fees, decreasing benefits and, in some cases, suspending guaranteed income and withdrawal riders all together. As asset values in VA...
Shorts are, once again, in the sights of regulators, as they seek remedies—or, some would say, scapegoats—for recent market pain. The Securities Exchange Commission announced today that it is considering restricting short selling—...
