Data from InvestmentNews Research and an annuities webcast show that more advisers are interested in the products.
April 5, 2021 5 MINS
The past year provided some scares for people nearing retirement, and financial advisers are addressing concerns about future income in part with annuities, new data from InvestmentNews Research show.
It’s a product category that registered investment advisers shunned for years, but there are good reasons why they are increasingly receptive to annuities. The insurance products have become much more compatible with RIAs’ compensation models, and they can provide some financial security that their clients are seeking, panelists at the
InvestmentNews Annuities in 2021 webcast said.
The latest in financial #AdviserTech February 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
February 16, 2021 41 MINS
This month’s edition kicks off with the big news that Walmart has partnered with Ribbit Capital (one of the fintech venture capital firms that backed Robinhood) to begin creating its own fintech solutions for Walmart customers and employees. That would instantly create one of the largest distribution platforms for a fintech solution (as Walmart reaches nearly 40% of all Americans on a weekly basis!) and also a financial wellness platform (as it’s the world’s largest private employer). Yet the reality is that as the world’s largest superstore, Walmart is arguably well-positioned to become a financial products superstore as well taking a page from the playbook of Sears, the 20th-century retailer that expanded into financial services and, in the process,