Author: elghoulam

[ad_1] Annuities have enjoyed two years of skyrocketing sales, but that hasn’t always translated into high customer satisfaction. Now, according to a new study, that’s beginning to change. The consumer research company J.D. Power has unveiled its 2023 U.S. Individual Annuity Study, and it shows a clear improvement in client experience. On average, respondents gave… Continue reading J.D. Power: F&G and MassMutual annuities score highest in customer satisfaction

[ad_1] It was difficult to reach investor advocates Tuesday morning to get their reaction to the Department of Labor’s latest attempt to protect retirement savers from conflicted financial advice. None of them were available until after a White House event at which President Biden formally introduced what the DOL is calling its retirement security rule.… Continue reading Tribalism threatens the DOL investment advice rule

[ad_1] In a critical year for Osaic after rebranding from its prior name, Advisor Group, and starting the merger of eight brokerages into one, the firm drew record attendance to its annual conference. A group of nearly 6,000 financial advisors and other wealth management professionals attended the 2023 ConnectED conference virtually or in-person last week… Continue reading Osaic cuts advisory fees, criticizes SEC rulemaking

[ad_1] Dilok Klaisataporn / Getty Images/iStockphoto As economists and financial advisors continue awaiting an impending recession, investors plan their next money moves as the end of the year approaches. See: 5 Things Warren Buffett Says To Do Before a Recession HitsFind: 3 Things You Must Do When Your Savings Reach $50,000 A lot of what… Continue reading 3 Best Pieces of Economic Advice for Investors in November 2023

[ad_1] CONCORD, NH — One of the two candidates running for the Concord city council in Ward 6 appeared in the Concord TV studios to discuss why he is running. Jay Belyea, a financial advisor for more than two decades and a lifelong resident of New Hampshire, talks about why he decided to run for… Continue reading Financial Advisory Seeks Ward 6 Concord City Council Seat: Watch

[ad_1] More investors are turning to the internet for their financial tips, which is fine as long as they also run those tips past their financial advisor before taking action, according to Jim Beam of TD Wealth. Having more information, which can be gathered from a number of sources, is not necessarily a… Continue reading More Investors Acting On Social Media Financial Tips, TD Wealth Says

[ad_1] [Is the bear back or are we entering a protracted, low-return market environment? Either way, active portfolio management can still potentially deliver superior returns even in difficult market cycles by “acknowledging and respecting price trends and profiting from the broad performance dispersion across stocks.” This statement and a further call on our… Continue reading AI Risk Management Tool For Calling Stock And Market Trends

[ad_1] By Alessandra Malito People pay ‘junk fees’ when the trusted advice they are looking for comes with hidden costs, President Biden says The potential return of the fiduciary rule, which would require more stringent regulation of financial advisers, received a mixed reception Tuesday, with many in the financial-services industry objecting to what they see… Continue reading Biden wants to end junk fees in retirement planning. Here’s what critics of his fiduciary rule are saying.

[ad_1] Annuities might be the Rodney Dangerfield of financial products. No respect! Yet even advisors who want to use them are often stymied by a mountain of frustrations. Here are a few of the biggest problems—and some sage advice about how to overcome the worst hurdles. Marketing One common complaint is how… Continue reading Getting Over The Annuity Hurdles