Tag

Accumulation
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...
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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...
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Advisor Perspectives Logo
RetireOne President Ed Mercier has been working in the RIA space for 20 years. In an article for Advisor Perspectives, Ed shares similarities between his experience serving this audience of fiduciaries, and that of his colleague, Jim Combs. Jim is CEO of National Advisors Trust (NATC). NATC is one of the largest trust companies in...
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Iris Logo
In this article for IRIS, RetireOne President Ed Mercier explores the trend toward zero commission or ‘no-load’ insurance products like annuities. As robos take on more and more advisor services, many experts agree that financial behavioral coaching is one area that resists automation. This new generation of low-cost, fiduciary-focused products help RIAs manage client behaviors...
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ThinkAdvisor Logo
Annuities have a terrible reputation. Rather than incorporating them into retirement plans to solve specific problems for investors, some salespeople overstated their features and benefits—selling them as ‘strategies’ rather than tactics. Writing in ThinkAdvisor, RetireOne CEO David Stone says this semantic difference is important. These are complex instruments that help investors achieve important goals, but...
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Kim Spencer
Featuring Kim Spencer, CFP®, CDFA® Moving assets to fee-based structures and transitioning those clients without back-office support can be very disruptive for advisors. The shear bulk of the work can be so daunting that some things fall through the cracks. Like annuity assets. Paperwork, complexity, lack of choice in fee-based offerings—all of these factors can...
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Kiplinger Logo
Midterms, oil prices, trade wars, conflict in Ukraine, and other instability made markets choppy in the fourth quarter. Research from Bespoke shows that the last three recessions (1990, 2001, 2007) followed the inversion of 3-year and 5-year treasuries by an average of 26 months. We just passed that yield curve inversion milestone. Folks may be...
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Principal protection solution is alternative for de-risking portfolios San Francisco – November 8, 2018 – RetireOne® has teamed up with Great American Life Insurance Company® to offer the Index ProtectorSM 7 annuity to RIAs and fee-based advisors who are seeking non-correlated assets to de-risk client portfolios. With interest rates still relatively low and rising, this...
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Built for fee-based planning, Symetra Advisory Edge and Symetra Advisory Income Edge expand RetireOne’s principal protection offering to meet growing advisor demand San Francisco, CA and Bellevue, WA – October 30, 2018 – Symetra Life Insurance Company and RetireOne® today announced the addition of Symetra Advisory Edge and Symetra Advisory Income Edge fixed indexed annuities...
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Kiplinger Logo
Writing for Kiplinger.com, RetireOne® CEO David Stone addresses some old myth-making about variable annuities. As sure as the sun rises and sets, variable annuities will draw negative attention from some advisors and finance journalists. And typically, their criticisms are spot on. But those criticisms often pertain to older products sold for commission. VAs are evolving....
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