Independent Advisors Industry

News

Envestnet Offers Enhanced Wealth Reporting Tools

'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

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

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

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

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

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Articles

Independent RIAs Lead Retirement Income Race

Fee-based independent advisers are beating out fund companies, bro- kerages and insurers in the quest to manage the Baby Boomers' savings.

Annuity Providers Face a Challenge: Advisers' Aversion

Chicago-based Spectrem Group found that 70% of advisers avoid locking their clients into annuities and would prefer other long-term retirement products.

Skuttlebutt about IFLM And Other 'Bucket' Methods

'IFLM addresses the question, 'Once I retire, how do I structure my portfolio to generate money with a high degree of confidence?''

The Two-Decade Evolution of IFLM

In the '80s, Phil Lubinski gathered some historical stock market tables and a few legal pads and roughed out the laddered system that would evolve into IFLM.

The Bucket List: IFLM Updates the Retirement Income Ladder

The 'bucket method' of assigning money to short-, medium and long-term accounts has long served as a way for advisers to control risk and generate income for retirees.

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