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Based upon the number of responses it elicited there clearly was no shortage of interest in Part One of this series. I can understand why. Many annuity agents have been thrust into something of a netherworld by events largely beyond their control.
Annuity agents are experiencing a continuing disruption of their traditional [...]

Apologies to OppenheimerFunds’ Kathleen Beichert, Chair of RIIA’s Research Committee as well as to RIIA’s research partners, Elvin Turner of Turner Consulting, and Larry Cohen of SRI-BI. Also, my sincere apology to JordenBurt’s Joan Boros.
A cut/past error earlier caused the contributions of these individuals at RIIA’s Annual Meeting to not be mentioned in yesterday’s article [...]

Since the formation of the Retirement Income Industry Association (RIIA) a number of initiatives of genuine importance to its members have been launched. One of the most important is an effort to develop sound principles for the creation of industry-wide standards for the development of retirement income calculators, tools and illustrations that promote various [...]

Earlier this year I published an essay on the burgeoning effort to recruit annuity agents into the ranks of Registered Investment Advisors. While I haven’t written about this issue since that time I’ve thought about it a great deal. So have a lot of other people including some who see an opportunity to create [...]

Summer’s over, September is upon us. That means I have to get back to work on this magazine; lots of interesting topics to be explored, and some fantastic interviews to publish! Tomorrow I’ll publish part one of a multi-part series on the efforts underway to remake annuity agents into Registered Investment Advisors.
One of the major [...]