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.
Milevsky, Madrian to Headline Retirement Income Confab
The 10th annual RIIA gathering will also zoom in on demographic trends affecting 401(k)s and other savings plans.
Pension Buyouts Up 700% in Q2
With help from Kimberly-Clark, buyouts reached a second-quarter record of nearly $4 billion, LIMRA reported.
Top 5 Fixed Annuity Benefits to Discuss With Clients
The opportunity to make investments with a guaranteed minimum rate of return is just one of the reasons why fixed annuities are gaining steam.
Variable Annuity Study Finds No Fees for Most Partial Withdrawals, Cash-Outs
VA surrender charges that investors actually pay are considerably lower than the fees listed in prospectuses, the report found.
Evensky: Fee-Only Advisors Face Annuity Dilemma
Fee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities — even if it means they won't get paid on those assets.
Fixed Indexed Annuity Sales Displacing Some VA Products at BDs
Although VA sales far outpace total annuity sales for broker-dealers, fixed indexed annuities account for 10% of BDs’ total annuity sales, IRI reports.
Pros and Cons of the Longevity Annuity Contract
Many clients, and advisors, remain on the fence as to QLACs’ role in clients’ retirement plans.