By

Mark Forman
The broker-dealer purchase accelerates growth and boosts RetireOne insurance and annuity back office capabilities San Francisco, Calif. – November 13, 2019 – RetireOne®, the leading independent platform for fee-based insurance solutions, has purchased the EF Legacy Securities broker-dealer (“EFLS”) from Edelman Financial Engines. The acquisition expands RetireOne’s capabilities to better serve RIAs with additional flexibility...
Continue Reading
Covr’s technology-enabled sales support to power RetireOne’s life insurance experience San Francisco, Calif. – November 6, 2019 – A new partnership with Covr Financial Technologies fills out the RetireOne platform of insurance solutions for Registered Investment Advisors (“RIAs). RIAs may work through RetireOne’s desk of insurance experts to get quotes, analysis, recommendations and coverage for...
Continue Reading
Choice
In a recent InsuranceNewsNet article writer Katie Thompson cites a 2018 Global Atlantic survey that confirms what we’ve learned over the course of the last few years: Financial Advisors prefer to work with a platform of multiple annuity solutions from multiple providers. Indeed, an overwhelming 96% of respondents to the survey indicated that they would...
Continue Reading
Retirees face many risks in retirement. One risk they face early in retirement can compound another they may encounter later in retirement. These risks are sequence of returns risk and longevity risk. Devices that advisors employ in their clients’ retirement income plans include tactics that aim to mitigate longevity risk. No one wants to outlive...
Continue Reading
1099
A recent private letter ruling (“PLR”) offers tax relief for the annuity-owning clients of registered investment advisors. Issued by the IRS in August, the ruling allows fee-based advisors who manage client assets in non-qualified annuities to bill from them directly without creating a taxable event. Because of the positive impact on client experiences, many financial...
Continue Reading
Flat-fee variable annuity Elite Access Advisory IISM, income-focused Perspective Advisory II® va, and zero-surrender-charge fixed indexed annuity Marketprotector AdvisorySM from Jackson National were added to the RetireOne platform and Emile Hallez covered the deal for “Ignites.” Noting the growing demand for fee-based insurance and annuity solutions among RIAs, Hallez writes that awareness of these zero-commission...
Continue Reading
Jackson to offer advisory variable and fixed index annuities through RetireOne platform San Francisco, Calif. – Sept. 4, 2019 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Jackson National Life Insurance Company® (“Jackson®”) announced a new strategic alliance to bring the carrier’s popular advisory annuity products to fee-only advisors through the independent...
Continue Reading
Radio Shack Advertisement
If you’ve worked in financial services for the past 20 years, or you follow financial media, you might think that Baby Boomers were the only American generation. Indeed, most of us regurgitate the dog-eared ‘10,000 Boomers turn 65 every day’ stat the way elementary students dispassionately recite the Pledge of Allegiance. With so many children...
Continue Reading
RIABiz Logo
Since occupying Vanguard’s Chief Executive seat in January of this year, Tim Buckley has been quick to assert his leadership and begin building a legacy. Most recently they’ve announced partnerships that will expand their reach into China, a venture into private equity, and the shuttering of their annuity business.  Writing in RIABiz about all of...
Continue Reading
Partnership grants firm’s wealth managers access to no-load fiduciary marketplace of next-gen risk-managed solutions San Francisco, Calif. – June 4, 2019 – Dynamic Wealth Advisors has partnered with RetireOne® to offer insurance and annuity back office services for the wealth management firms it supports. The new partnership provides distribution, education, servicing, and support for no-load...
Continue Reading
1 2 3 4

Download your Complimentary eBook:

Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.

Get the eBook