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Envestnet Offers Enhanced Wealth Reporting Tools

November 23, 2008 - 'The wealth manager is now equipped to effectively manage family office investments through a single, unified platform,” said Andrew Rose, senior vice president for Envestnet.

Protective Offers L-Share Variable Annuity

November 9, 2008 - The new contract has a combined mortality and expense risk and administrative charge of 1.50% and a three-year surrender period.

NAIC Bans Flimsy Senior Credentials

October 5, 2008 - A model regulation prohibits the use of misleading senior certifications and designations in the sale of life insurance and annuities.

Genworth Sees Opportunity in UK Retirement Market

September 7, 2008 - Genworth has formed a retirement income and wealth management team in Europe, and sees opportunity in the UK fee-based adviser market.

NAIFA Opposes SEC Move to Classify Indexed Annuities as Securities

August 24, 2008 - The National Association of Insurance and Financial Advisors said it will oppose the Securities and Exchange Commission’s proposed Rule 151A.

More Time Needed to Comment on Index Annuity Rule—Old Mutual

August 10, 2008 - An attorney for Old Mutual Financial Network has asked the SEC to extend by 120 days the comment period on SEC proposed Rule 151A, which would classify index annuities as securities.

Advisers Willing to Buy Income Solutions--Curian Survey

August 3, 2008 - Only 10% of advisers said believe that 80% or more of their clients will have enough money to meet their expected living standards after they retire.

RISE Launches Income Planning Tool for Middle Class

August 3, 2008 - Mature Simplicity delivers “interactive, actionable, product-neutral advice and solutions which clients can trust,' according to a RISE release.

Madison Avenue Securities to Use FundQuest Platform

August 3, 2008 - “The platform enables us to expand the breadth, depth, and sophistication of our advisory tools and investment offerings,' said Suzanne Bond, MAS vice president and chief compliance officer.

SEC Poised to Regulate Index Annuities

July 12, 2008 - Interested parties have until Sept. 10 to respond. The proposed change would take effect 12 months after publication in the Federal Register.

EISI Upgrades Retirement Planning Software

July 12, 2008 - The NaviPlan Standard upgrade is currently available, to be followed by the Profiles upgrades in July 2008.

Correction Regarding “Income For Life Model”

July 7, 2008 - An article in the July 2008 issue of Retirement Income Reporter incorrectly described the Income for Life Model planning software from Wealth2K.

SEC Still Rattling Sabers at EIAs

June 29, 2008 - If a proposed rule is adopted, only those with securities licenses could sell EIAs, which would be regulated the same way securities are regulated.

Sun Life Offers Value-Added Retirement Income Program

June 29, 2008 - The “Retirement Blueprint” kit contains materials to assess client needs, customize income plans and cultivate client relationships.

RIIA Committee Seeks Research For Projected Curriculum

June 29, 2008 - The committee will solicit the best academic research in several areas deemed essential for advisors who want to meet the retirement income challenge.