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Filial laws put kids on the hook for parents' health-care costs

November 22, 2017

State laws known as filial responsibility laws have the potential to stick unwitting family members with relatives' hefty long-term-care costs. One of the best-known examples comes from a court case in Pennsylvania, in which a man was ordered...

HSAs next cash cow for 401(k) plan advisers: expert

November 16, 2017

Financial advisers who manage a company's retirement plan should try to fill the same role for the firm's health savings accounts — a move that would position them to take part in one of the fastest growing areas of wealth management, an expert...

Finra fines Horner Townsend & Kent $275,000 over VA sales

November 15, 2017

The Financial Industry Regulatory Authority censured Horner Townsend & Kent and fined the Horsham, Penn.-based firm $275,000 for failure supervise its brokers' sales of variable annuities. Specifically, Finra said that the firm had not adequately...

Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol

November 15, 2017

Bitcoin may be quickly gaining popularity as an emerging investment, but it's more likely to be disrupted by governments than to be a disrupter itself, a Charles Schwab & Co. Inc. executive said on Wednesday. Since the beginning of the year,...

TIAA subpoenaed over sales practices

November 10, 2017

The New York attorney general has subpoenaed insurance and pension giant TIAA, seeking information on its sales practices in the wake of a recent story in the New York Times. The TIAA practices drawing scrutiny also are the subject of a whistleblower...

Finra fines Ameritas $180,000 over VA sales

November 9, 2017

The Financial Industry Regulatory Authority has censured and fined Ameritas Investment Corp. $180,000 for lapses in the supervision of variable annuity sales. In a letter of acceptance, waiver and consent, Finra said that between September 2013...

Trump administration seeks to give boost to 401(k) annuities

October 31, 2017

The Trump administration wants to give a shot in the arm to annuities in 401(k) plans by encouraging rules to make it more palatable for plan sponsors to offer such products. The Treasury Department issued a report calling for the Labor Department...

Private placement life insurance: A primer

October 27, 2017

For the past several years some hedge funds have not met the expectations of investors. As a result, RIAs and wealth managers have recommended other investment options such as direct lending, private equity credit and mezzanine funds which in...

Don't forget secondary market for life insurance

October 24, 2017

With many Americans struggling to meet their retirement income needs, it is unfortunate that valuable assets may not be properly utilized in retirement planning. Assets like home equity and life insurance are often neglected in the planning...

Good luck picking the "best" insurance product

October 19, 2017

The question I get asked more than any other is: "Which insurer offers the best products?" However, this question is just as silly as: "Which mutual fund company offers the best mutual funds?" In fact, while there's no general agreement about...

Building Blocks of Special Needs Financial Planning

October 16, 2017

Long-term special needs financial planning can be challenging, especially with the complex legal and governmental issues surrounding disability. The wrong decision might create a tax burden or render a child with special needs ineligible for...

Fill the Gaps of Special Needs Financial Planning

October 16, 2017

Across the United States, one in five children and adults — 65 million people — will experience a special need or disability during their lifetimes.1 Without assistance from government programs, non-profit organizations or employers, caregivers...

IRS alerts tax pros to insurance form scam

October 13, 2017

The Internal Revenue Service has alerted tax professionals and their clients to a scam where cybercriminals gain access to annuity and life insurance accounts. In one variation of the scheme, the IRS warned in a release, a cybercriminal impersonates...

DOL fiduciary rule delay boosts prospects for annuity sales

October 12, 2017

A proposed delay to the Department of Labor's fiduciary rule is leading to big increases in annuity sales projections next year. The regulation, which raises investment-advice standards in retirement accounts, was expected to put a severe dent...

Trump moves to undermine Obamacare

October 12, 2017

President Donald J. Trump began his own effort to undo major parts of the Affordable Care Act after Republican leaders in Congress failed to repeal and replace his predecessor's signature legislative accomplishment. Mr. Trump's directive, signed...

Finra orders Morgan Stanley to return $200,000 in variable annuity sale

October 11, 2017

In a continuing focus on improper sales of variable annuities, a Finra arbitrator has ordered Morgan Stanley to rescind a client's variable annuity and return her $200,000 investment. While the arbitrator denied the request of client Jacqueline...

Finra cracks down on faulty variable annuity exchanges

October 10, 2017

Finra is continuing its crackdown on variable annuity misconduct this year, following a blistering year of fines related to VA sales in 2016. Two recent enforcement actions from the Financial Industry Regulatory Authority Inc. demonstrate the...

It's time for the life insurance industry to ditch illustration comparisons

October 9, 2017

The life insurance industry is "married" to illustration comparisons. This is not to say policy reviews aren't needed. Life insurance is the last, largest, most-neglected asset on the client's balance sheet. As is often the case, neglect breeds...

How to pay for long-term care? Several funding options exist

October 9, 2017

Roughly half of Americans turning 65 today will require long-term care. As life expectancy continues to rise and the cost of care creeps up, there's a growing need for financial advisers to be knowledgeable about long-term-care funding mechanisms...

How We're Investing in the Search for a Cancer Cure

October 6, 2017

I hate cancer. I've lost one too many friends to this insidious disease and I've made it a priority to be part of the effort to find a cure for it. Every day, I draw motivation from the people I've lost in my work as Portfolio Manager of Oppenheimer...

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