Betterment Names Former Schwab Exec Clendening to Board
John Clendening, now CEO of Blucora, joins robo-advisor’s board weeks after Betterment gets $100 million in new VC financing.
Fixed Annuities and Rising Interest Rates: Can They Mix?
Several insurance carriers have introduced annuities designed to take advantage of rising interest rates.
How DOL Fiduciary Rule Will Affect Rollover IRAs, Annuities and Other Products
The final fiduciary rule doesn't go as far as many critics had feared, but it will affect financial advisors and the products they offer.
Top Portfolio Products: New Offerings for Annuities and Impact Investing
Insurance, annuities and impact investing dominate this week's offerings of new portfolio products and solutions.
Annuities’ Alphabet Soup: Choosing the Best Option
Case studies demystify the merits of SPIAs, DIAs and GMWBs.
Finke: For Retirees, Spending Too Little May Tarnish Golden Years
Though many people fear they will run out of money in retirement, the reality is that most don't spend enough to enjoy it.
DOL Rule Will Mean Cheaper Annuities, More Robo-Advice: Cerulli
The rule will spur a period of innovation for BDs and product manufacturers, Cerulli predicts.
When Trusts and Annuities Collide, Big Tax Damage Can Follow
Trusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
RIAs, Reps Plan to Drop Small Clients Under DOL Fiduciary Rule: Fidelity
Reps and RIAs alike also expect added compliance costs and a shift in products they recommend, away from variable annuities and toward managed accounts.
Avoiding the Tax Traps of 1035 Exchanges
A tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but watch the numerous tax traps involved.