Sen. Warren Slams Annuity Providers, Sellers for ‘Conflicts of Interest’
Warren says companies provide $17 billion in direct or indirect “kickbacks” to advisors who sell annuities; industry groups question her conclusions.
Why Ken Fisher Hates Annuities
The Fisher Investments founder tells ThinkAdvisor about what he calls the “lies” annuity salespeople tell and how he buys clients out of their surrender fees.
Top Portfolio Products: A High Dividend ETF and Climate Change Index
This week's additions also include a concentrated portfolio of stocks for companies headed by women.
13 Countries With Better Retirement Systems Than U.S.
Mercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.
QLACs Can Simplify the Retirement Income Planning Game
Qualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.
Spending Bill Rider May Be Best Way to Stop DOL Rule: Rep. Wagner Aide
Legislative staffer says adding rider to broader spending bill would keep the president from vetoing it. Failing that, there's the lawsuit option.
‘Stan the Annuity Man’: Avenging Advocate for Annuity Truth
The straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have “no clue” about annuities and says the products are victims of their own marketing.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
Court Clears Path for Medicaid-Compliant Short-Term Annuities
An appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
Milevsky: Why Retirement Income Products Are Like Jars of Jam
Moshe Milevsky tells RIIA it's time to bring some more choices to the marketplace with tontines.