In this week's fund news, cryptos collide with the insurance world and other developments, RetireOne brings novel unbundled annuity to fee-based advisors, and VanEck's newest moat ETF adds an ESG screen.
RetireOne says its new contingent deferred annuity is the first widely available CDA built for registered investment advisors.
How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.
Luma Financial Technologies is unveiling a comparison tool to complement the annuities it added earlier this year.
Companies are increasingly creating formal programs in order to address the unique planning, structural and tax needs of these clients. Why?
Test Your advisor smarts against 25 actual challenges about money and finance from the world’s most popular quiz show.
Operating on Black Diamond's wealth platform, SS&C Technologies and DPL Financial are making fee-only insurance products available on advisors' dashboards.
A recent letter I wrote to an advisor.
How financial advisors and fund managers are investing for their clients inside private placement life insurance vehicles.
