Experts have been weighing in on the slow adoption of no-load annuities and insurance-based solutions by RIAs. Certainly, a lack of non-commission products has been one of the culprits, but as more and more fee-based products come to market, why is adoption still low? Michael Kitces, recently quoted in a Ben Mattlin article in Financial...Continue Reading

Writing in Advisor Perpectives, RetireOne CEO David Stone provides some insights into how to examine client variable annuities. Some advisors hate them for their complexity, high cost, and lack of transparency. And because RIAs aren’t typically insurance licensed, when clients walk in to their offices with VAs, some would rather refer them to an insurance...Continue Reading