Record-High Sales of Registered Index-Linked and Fixed Indexed Annuities Drive Overall Sales Growth in the Second Quarter 2023
The markets have started to rally in 2023. But there is still the risk of recession and the challenges of living in an inflationary environment.
- Joe Innace
Worried about market volatility? Don’t be.
The war in Ukraine. The pandemic. The subprime mortgage crisis. The DotCom bubble bursting. These are all crisis events that created varying degrees of market volatility. They are painful, unforeseen times when investors tend to seek
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Jul 30, 09:30 am
Annuity sales increased 12% year-over-year to $88.6 billion in the second quarter 2023
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Apr 03, 06:48 am
Little Marketing, no seminars, no cold calls: no problem
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Mar 01, 08:57 am
Worried about market volatility? Don’t be.
- Advisors Magazine
Doubling Down on Financial Planning
For the most part, individual investors and consumers have been encouraged to choose a single advisor to handle their finances. “While this is certainly a good idea, some clients have taken this a step further by using more than one
- Donald A. Steinbrugge, CFA
Top Hedge Fund Industry Trends for 2023
Here are Agecroft Partners’ 14th annual predictions for the biggest trends in the hedge fund industry for 2023. These predictions are based on dialogue with more than 2,000 institutional investors located globally and hundreds of hedge fund organizations.
- By Ataman Ozyildirim, Senior Director of Economics & Dana M. Peterson, Chief Economist
Leading Economic Indicators Aren’t Signaling a Recession—At Least Not Yet
ADVISORS MAGAZINE EXCLUSIVE - Assorted yield curves have inverted, which have historically signaled an end to good economic times. On March 31, the yield on 2-year Treasuries rose higher than that of the 10-year Treasury
- Advisors Magazine
Dealing With Market Volatility Jitters
Through early May 2022, the S&P Index was down nearly 13% from its December 31, 2021, recent high. Others — the Dow, NASDAQ, bond markets — also continue to struggle with volatility and investor uncertainty.
- Regina Johnson
Solid Relationships Fuel the Freedom to Invest
In 2021, half the consumers in America thought financial advisors were too expensive, while almost all who used an advisor said they were worth the money, according to a new survey.
- Advisors Staff
Simplifying 401ks for success
Much has been written recently about the wealth gap in the United States. The growth in income in recent decades has tilted to upper-income households, according to The Pew Research Center. “At the same time, the U.S. middle
- Advisors Staff
Small Firm, Big on Talent
The impact of the labor shortage on the financial and business services sector in the U.S. could amount to $436 billion by 2030, according to a recent report from Korn Ferry, the global organizational consulting firm.
- Joe Innace
Shunning The Wealth Manager Moniker
The wealth management industry in the United States is estimated at about $29 trillion, according to the publication Business Insider, citing statistics from Aite Group. And assets under management (AUM) of North American wealth
Since the pandemic, the percentage of investors wanting to invest in environmental, social and governance (ESG) products has nearly doubled, according to a recent survey conducted by Ernst & Young, and that figure is projected to nearly double
Total U.S. annuity sales were $62.3 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, according to results from the Secure Retirement Institute® (SRI®) U.S.
- Justinas Baltrusaitis
Major central banks pump $9 trillion into the economy amid pandemic
The coronavirus pandemic plunged the global economy into a historical crisis characterized by collapsing stock market, rising inflation and skyrocketing unemployment. To keep the economy afloat, central banks resorted to pumping more money
- Joe Innace
U.S. Economic Outlook
A year jump-started with robust economic growth in the United States, 2021’s initially fast recovery shifted to lower gear as inflation worries, the persistence of the COVID-19 Delta variant, and supply chain woes emerged as speed
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