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Accumulation
Inside Information Logo
The Contingent Deferred Annuity (“CDA”) is a step forward in efforts to creatively meet the income needs of retirees. In the February 2020 issue of Bob Veres’ popular Inside Information newsletter, Bob calls it “One of the most interesting solutions to the SECURE Act requirement that qualified plans offer income guarantee options.” These guarantee options,...
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FA Mag Logo
Eliminating Commissions Opens Door to Further Innovation No-load annuities appear to be gaining traction among IARs of RIA firms, and journalist Ben Mattlin takes a stab at why in an article for Financial Advisor Magazine. Innovations among a class of next-gen, no-load annuities have reduced cost, introduced simplicity, offered liquidity, made them easier of understand...
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Retirement Income Journal Logo
In the Thanksgiving edition of Retirement Income Journal, Kerry Pechter assesses the impact of the Schwabitrade deal. In gobbling up TD Ameritrade, Schwab is consolidating power and RIA custody in one behemoth organization, the impact of which promises to be felt in some predictable and unpredictable ways. Pechter draws his particular focus on the how...
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RIABiz Logo
Under a photo captioned “Louisville Slugging” Oisin Breen writes about RetireOne’s acquisition of EF Legacy Securities broker-dealer from Edelman Financial Engines. In the “Brooke’s Note” intro to the piece, RIABiz Editor Brooke Southall says of the deal, “Nobody can dispute the beauty of guaranteed income. But in financial advice, such a thing takes the form...
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FInancial Advisor IQ Logo
RetireOne’s purchase of the Edelman broker-dealer is featured in an article by Alex Padalka for FinancialAdvisorIQ. Padalka discusses the benefits to advisors of the EF Legacy Securities acquisition, a transaction that promises to grow the RetireOne insurance and annuity back office services for RIAs. He quotes CEO David Stone, who says RIAs come to RetireOne...
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Wealthmanagement.com
Of RetireOne’s EF Legacy Securities broker-dealer purchase, WealthManagement.com journalist Patrick Donachie says the deal “will enable RetireOne to offer greater options for RIAs interested in commission-free insurance and annuities products.” This is especially valuable for former broker-dealer registered representatives who are transitioning from the commissioned-based compensation model to the fee-based model. The significance of the...
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Reporting on the purchase of EF Legacy Securities by Aria/RetireOne, InvestmentNews writes, “the acquisition allows RetireOne to expand its insurance and annuity back-office services for RIA firms, and better assist registered representatives moving their practices to a fee-based model, Aria said in a release.” InvestmentNews also reports that Chief Compliance Officer Rainey Gray has agreed...
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ThinkAdvisor Logo
Allison Bell writes in ThinkAdvisor that RetireOne has acquired the EF Legacy Securities broker-dealer from Ric Edelman’s company, Edelman Financial Engines. She notes that the Sunnyvale California-based Registered Investment Advisor sold only the broker-dealer, which was formerly based in Henrico, Virginia. The broker-dealer purchase bolster’s RetireOne’s insurance and annuity back office capabilities, and better positions...
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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...
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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...
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