Here's What Makes an Annuity 'Optimal' for Clients
By David BlanchettStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.
December 13, 2022
David Blanchett: The Problem With 'Safe' Retirement Withdrawal RatesMorningstar's 3.8% withdrawal figure is a helpful starting point, but it's not the end of the discussion.
December 12, 2022
6 Wirehouse Comp Trends to Watch in 2023Industry experts predict grid changes and a continued focus on team compensation for next year.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 09, 2022
Top Money Managers See Double-Digit Stock Gains in 2023Bloomberg's survey finds 71% of fund managers expect equities to rise with an average anticipated gain of 10% next year.
December 08, 2022
Consumers Are Nervous. Is That Good for Annuities?F&G posted new data on consumer jitters. Jackson released (surprising) product ownership numbers.
December 06, 2022
9 New Annuity JokesWhen market volatility bugs you, it's time to nurture your inner toad.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.