Wanna Feel Old?, FPA Academic Paper Finalists, RIAs Open to Annuities, New IOVA from Protective, Pac Life Partnership, and a Reckoning in Louisville More than three quarters over and no amount of EMDR seems capable of healing the 2020 trauma. At least the last quarter gave us NBA basketball in the bubble and fan-less major...Continue Reading
Advisers on the RetireOne Platform Can Now Choose Advisory Annuities from Pacific Life NEWPORT BEACH and SAN FRANCISCO, Calif. (Sept. 23, 2020)—Pacific Life announced today that it has expanded access to the company’s two fee-based annuities, Pacific Odyssey® and Pacific Index Advisory®, through RetireOne®—the insurance and annuity back office for more than 900 RIAs. “We’re...Continue Reading
Three things to know before buying one Relatively new to the market, Index-Linked Annuities (“ILAs”) are a bit misunderstood. (For an example of an ILA, look at the Allianz Index Advantage ADV ILA). Like their cousins, fixed indexed annuities, ILAs offer upside potential with downside protection. Both provide market participation via index-following crediting methods, and...Continue Reading
RetireOne/Jackson 2020 RIA Survey featured in ThinkAdvisor Michael S. Fischer featured the 2020 RetireOne/Jackson RIA survey in an article for ThinkAdvisor titled “Two-Thirds of RIAs Open to Recommending Annuities: Survey.” The study aims to gain insights into how RIAs allocate client assets, the technologies they use for planning and management, the timing of income planning...Continue Reading
More advisers are becoming open to the products, but many still don’t like their costs, complexity and lack of liquidity With this headline, “Just say no to annuities, one-third of RIAs say: Survey,” Emile Hallez (InvestmentNews) certainly interprets the results of RetireOne’s joint RIA survey with Jackson as ‘glass half empty.’ Or maybe it’s ‘glass third...Continue Reading
Protected accumulation may get another look as financial professionals anticipate long economic slog ahead San Francisco, CA and Nashville, TN – Sept. 1, 2020 – Joint research from RetireOne® and Jackson National Life Insurance Company® (Jackson®) finds that 68% of registered investment advisors (“RIAs”) would consider recommending an annuity in cases where clients asked about...Continue Reading
#SayHerName, Profound Uncertainty, Hedging a Second (First) Wave, Fund Fees Drop, Envestnet/FIDx, Halo, Retire Racism 2020 has been a year we’ll likely mark as the beginning of a great deal of change in this country. And we’re only half-way through. As leaders across the nation began to consider ways to safely reopen our COVID-smothered economy,...Continue Reading
RetireOne’s partnership with FIDx is featured in an article by Diana Britton on WealthManagement.com. Titled “FIDx Partners with RetireOne,” the article describes how RetireOne’s role as outsourced insurance desk on the Envestnet Insurance Exchange will make it easier for RIAs and their wealth platforms to connect with providers. Noting that this partnership comes on the...Continue Reading
The Alliance helps Ease the Way for Registered Investment Advisers to Integrate Insurance Planning into Service & Advice for Clients BERWYN, Pa., May 14, 2020 — FIDx, a product-agnostic platform that integrates the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership with RetireOne, the insurance and annuity back office for more than...Continue Reading
