BISA Portfolio
By David Macchia

This is the final installment of our Candid Conversations interview series with Marc Vosen of Key Investment Services.  [4/19/2018]
The Insured Retirement Institute (IRI) thinks overall sales of annuities may have increased 0.3 percent between the fourth quarter of 2016 and the fourth quarter of 2017, to $48.4 billion.  [4/18/2018]
The public outcry around 401(k) savings generated during the tax-reform debate last year showed Congress that retirement is an important issue to Americans, said Brian Graff, National Association of Plan Advisors executive director.  [4/17/2018]
By Katie Condon

Financial institutions have a lot of responsibility weighing on their shoulders right now.  [4/12/2018]
By David Macchia

This is part two of our Candid Conversations interview series with Marc Vosen of Key Investment Services.  [4/12/2018]
By Tim Kehrer and Ken Kehrer, Kehrer Bielan Research & Consulting

Turbocharged by sharp increases in the value of assets under management, financial institutions increased their investment assets by 11.  [4/12/2018]
While baby boomers remain unprepared as they head into retirement, with 42 percent of them having no retirement savings, 79 percent of boomers who work with a financial professional have at least $100,000 in retirement savings, according to a just-released report by the Insured Retirement Institute, in conjunction with National Retirement Planning Week.  [4/11/2018]
Participants in defined contribution plans want a lot more than simply the ability to save for retirement through a variety of investment options, according to the latest Wells Fargo/Gallup Investor and Retirement Optimism Index.  [4/11/2018]
Monthly guaranteed income is the most important single trait that aging baby boomers look for in a retirement investment, ranked No. 1 or No.  [4/10/2018]
Please join ACA Compliance Group and BISA on April 11, 2018 at 2pm EDT for a webcast workshop designed to assist compliance professionals from bank affiliated broker-dealers in dealing with both current and unique regulatory challenges. 

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