Most Middle-Income Boomers Feel Unprepared for Retirement: Survey
Just 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
Lincoln Financial Rolls Out ETF-Only Variable Annuity: Portfolio Products
In other product news, there's a new HSA featuring Franklin Templeton funds.
Buffer Annuities: The Good, the Bad, the Ugly
This cross between an indexed annuity and a variable annuity has gained attention in the investment world—and not all of it positive.
How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’s
It’s critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
Single Premium Deferred Annuities: One Size Does Not Fit All
An SPDIA can be a valuable retirement income product, but choosing the right SPDIA can’t be done using a one-size-fits-all approach.
Lincoln Financial, AIG Launch Fee-Based Annuities: Top Portfolio Products
In other product news, Tortoise, IndexIQ and First Trust launch new ETFs.
Middle-Income Retirees Least Likely to Prefer Annuities: EBRI
A report by EBRI breaks down who is most likely to buy annuities.
Merrill Edge Launches Robo-Advisor With a Twist
Portfolios will be based on ETFs made by Vanguard and others; Bank of America also introduces automated branches.
Indexed Annuities Exemption Would Ease DOL Fiduciary Burden
While fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
Cash Is No Longer King: BlackRock Survey
Institutional investors globally look to real assets in 2017.