Boomer Demand for Annuities to Stay High Despite Low Rates
Three-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
Court Blocks Restrictive State Medicaid Annuity Practices
An Ohio federal court ruling suggests the way may be clearing for clients who wish to use Medicaid-compliant annuities in their long-term care planning.
Total Annuity Sales Fall 2% in Q3
According to a new report from LIMRA, lower interest rates are impacting fixed annuity sales.
AIG Jumps In With Longevity Annuity for IRAs
AIG is the first mover after an IRS rule change that allows QLACs in retirement plans. Other firms are expected to follow soon.
10 Scariest States Ranked by Pension Promises
If the nation had an actuary-in-chief examining state pension systems, he'd have to declare the state of the states “bleak.”
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
DOL to Hold January Hearing on Credit Suisse’s Retirement Plan Manager Status
DOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.
Discuss LTC or Visit Dentist? In Study, 25% Prefer Dentist
According to a Genworth study, fewer than 30% of adults have even had a conversation about their long-term care or aging needs.
Retirement Spending Plans Should Follow Pension Strategy: Russell
Pensions’ funded ratio method offers a “simple yet powerful percentage that most clients understand immediately,” a Russell study says.
Realty Capital Says Cetera Spinoff ‘On the Table’
Company leaders say they're looking at all options as stock declines, other Schorsch-related issues continue. Larry Roth says recruiting is strong at Cetera.