The parallel paths of ETFs and annuities
The questions that RIAs have about commission-free annuities right now are the very same questions they had just 15 years ago about exchange-traded funds, which are now a core part of client portfolios.
“Can they be billed on in an AUM fee model?”
“Does using them undermine my value proposition to my clients?”
“Can I be a fiduciary if I don’t consider them?”
As RIAs have grown and evolved over the past 15 years from being mere asset managers to providing holistic financial planning and wealth management services, the questions that RIAs are asking relative to commission-free annuities indicate that some in the industry still haven’t transitioned their thinking to align with their value proposition to their clients.
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