Technology Industry

News

Get a Second Life, Aviva USA Tells Agents

Aviva USA is inviting current and prospective agents to the company's “private island” in the Internet-based virtual world, Second Life.

FINRA Warns About 401(k) Debit Cards

The organization warns that the “tempting convenience” of the cards can harm the card user’s future retirement security.

Great American Advisors and FundQuest Launch New Business

The Great American Portfolio Strategies Program will offer investment advisors and clients an expanded choice of investment products.

E*Assist Offers Variable Annuity Comparison Tools

The calculators allow registered representatives to compare the benefits of variable annuity products and analyze the outcome of a 1035 exchange.

At Pershing, AnnuityNet Leaps Over Blue Frog

Pershing, the prominent clearing firm, switched annuity order-entry software vendors in November 2007, in a move not previously publicized.

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Articles

On the Road to STP

Last March, 32 members of the NASA-FSI working group met in Dallas to agree on an STP process for independent broker/dealers and to plan their next activity.

Online Tools To Assist With Opening Annuity Accounts

Earlier this year, Corporate Insight released a white paper chronicling the trials advisers face during the annuity account-opening process. Naturally,...

New Report Competes with VARDS

Morningstar's VARDS online variable annuity tracking and product information reports face new competition. Advanced Sales Corp. of Oakbrook Terrace, Ill.,...

Wealth2k Focuses on Retirement Income

Within the retirement income subculture, David Macchia seems to show up almost everywhere these days. Macchia's financial services multi-media content...

Mutiny Against Morningstar

Over the past summer, rumors surfaced that major participants in the annuity industry-carriers and broker/dealers-were dissatisfied with Morningstar's...

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