Research / WMIQ

The latest in Financial Advisor research and tools that can help your practice. WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.

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Part 1: A slight increase in use

Aug 28, 2017

On average, advisors report that 25% of client assets are in variable annuities.

Advisor Views on Variable Annuities: 5 takeaways

Jul 31, 2017

Advisors want to know that the insurance company will still be around to honor the annuity contract.

Part 1: Quality trumps all

Jul 31, 2017

While the top factor was consistent across all industry channels, there were some differences in the relative importance of other factors.

Part 2: Fees are still an obstacle for some

Jul 31, 2017

High fees remain the most common limiting factor to the use of variable annuities—six out of 10 advisors (61%) agreed that high fees limited their use of the product.

Part 3: A tool for income planning—and principal protection

Jul 31, 2017

Retirement income planning was the most commonly cited objective for the use of variable annuities in client portfolios.

Jul 31, 2017

Among advisors from independent firms, investment-only variable annuities were more popular than deferred annuities.

Part 5: Variable annuities don’t pair well with…

Jul 31, 2017

It appears that advisors who frequently use variable annuities are less likely to use cash holdings in their client portfolios.