Business is booming for discount brokerages. But this time the players driving the boom aren’t day traders chasing dot-com riches. They are independent financial professionals known as registered investment advisers who manage rosters of typically affluent clients and trade on their behalf with the assets held at the brokerage firms. By 2020, research firm Cerulli...Continue Reading
Jackson National’s first combined research report with IRI, “The Language of Retirement,” is a study of financial consultants and consumers. It aims to gauge how Americans of various ages evaluate their financial preparedness for retirement, their familiarity with and viewpoints toward various financial products, and the financial strategies they’re most likely to employ as they...Continue Reading
The technology with the most radical impact on advisors’ businesses isn’t robo-advisors, according to Ric Edelman, founder and executive chairman of Edelman Financial Services in ThinkAdvisor. It’s the exponential technologies they may know little or nothing about. Exponential “sciences and technologies are going to alter virtually every aspect of life on the planet,” Edelman told...Continue Reading
San Francisco, CA – August 3, 2017 – Aria Retirement Solutions, provider of the RetireOne platform, today announced the appointment of Thomas F. Streiff as an independent director of the firm. Most recently Tom was a Senior Managing Director and Head of Retirement Income Products and Distribution for TIAA-CREF & Nuveen. “Tom has a unique...Continue Reading
Greenwood Village, CO – July 25, 2017 – Great-West Financial and Aria Retirement Solutions today announced that “Great-West Smart Track® Advisor Variable Annuity” is now available on Aria’s RetireOne™ platform through the firm’s extensive reach to fee-based advisors. This unique variable annuity seeks to provide investment advisors with a flexible and customizable solution for clients seeking...Continue Reading
Addressing customers’ desires for simplicity, flexibility and cost efficiency in their retirement planning, Transamerica has made enhancements to the Transamerica Income Edge living benefit rider, along with launching two new lower cost investment options. Changes to the optional living benefit include a fee reduction, along with shortening the waiting period from five years down to...Continue Reading
Lincoln, NE – May 31, 2017 – Ameritas Life Insurance Corp. (Ameritas) and RetireOne today announced an agreement to distribute Ameritas fee-based life insurance and annuity products through RetireOne’s Fiduciary Solutions Concierge desk, an innovative service platform offering advisors easy access and management on behalf of their clients. The alliance connects fee-based registered investment advisors (RIAs) with...Continue Reading
