Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
DOL Retirement Oversight Nominee Lists Investments
By Allison BellDaniel Aronowitz has stocks, bonds, crypto, family trusts and $19 million coming from a Hub affiliate.
July 18, 2025
FACC to Appeal Court Decision on DOL Rollover RuleJudge Kinkeade’s decision "is right in some respects and wrong in others," the group said.
July 15, 2025
Bonds Steadied Annuity Issuers in Q2: Morgan StanleyBut the issuers faced other economic risks, analysts warned ahead of earnings season.
July 14, 2025
A Conference's Message: To Reach the Next Level, Ask the Right QuestionsAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"
July 11, 2025
Court Rejects Part of Frozen DOL Rollover RuleThe judge accepted the argument that one rollover transaction cannot start an "ongoing advice relationship."
July 09, 2025
Court Fines Annuity Holder for Arguing Income Taxes Are VoluntaryThe judge added a $1,000 frivolous-position penalty to the total the taxpayer owed.
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 02, 2025
4 Life and Annuity Provisions Missing From the Big Tax PackageSometimes, the sections of legislation that matter the most are the parts that aren't there.