Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?
By Janet LevauxThe $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 25, 2023
What Are the 'Worst' Annuities?Here's what to avoid for clients with low risk tolerance and limited time or assets to help them cope with losses.
August 25, 2023
IRS Extends Deadline for Roth Catch-Up Contributions in New Secure 2.0 GuidanceCatch-up contributions made by wealthy 401(k) participants must be designated as after-tax Roth contributions by 2026.
August 25, 2023
6 Ways to Say "Annuity" Without Saying "Annuity"Here are six buzzwords that show that clients are ready to hear about the A word.
August 25, 2023
The Best Colleges in 15 Categories: The Princeton ReviewBoth big and small colleges can be found at the top of these categories.
August 25, 2023
Massachusetts Fiduciary Rule Upheld by Top CourtThe ruling "is a Fenway Park Red Sox grand slam home run" for investors and state regulators, said a fiduciary expert.
August 24, 2023
Sales of a Hot Fixed Annuity Product Start to CoolClients might be starting to tilt toward growth potential.