DOL Changes
relationship is formed. In tandem, the DOL also released their final amendments to prohibited...
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Regulations Driving Annuity Product Development
As a reminder, Interim Value is used to calculate account value when a client withdraws money,...
DDW Annual Client Conference 2024
Thank you to an amazing group of clients who attended the DDW Client Conference this week. We...
Variable Annuities Sales are Coming with the Risk On Trade
As the Fed continued to raise the Fed Fund Rate, what impact has this had on the annuity product...
What Happens to a REIT When Markets Get Scared?
According to Stanger Investment Banking, non-traded REITs raised almost $12bn in 2019 and nearly...
Navigating Changing Investment Landscapes
Here’s What Rising Rates Mean to Jeffrey “Bond King” Gundlach
Renowned investor Jeffrey Gundlach,...
It’s time to stop “Wash, Rinse, Repeat” your Monthly Structured Product Shelf. Here’s why.
Takeaway: In today's MLCD marketplace, where there is FDIC insurance, should you be offering MLCDs...