Tontines Are Alive, and They Could Compete With Annuities in the U.S.
By Allison BellA tontine could give clients a way to build a lifetime retirement income stream without insurer guarantees.
July 20, 2022
Munnell Doubts the Typical U.S. Retirement Age Will Keep RisingThe researcher says the winds that were pushing the average higher have faded.
July 20, 2022
Fidelity's Poaching Complaint Against Former Advisor and UBS Is DismissedFidelity sought injunctive relief to stop an ex-advisor who left the firm from allegedly poaching clients from it.
July 20, 2022
Your 65-Year-Old Client Is Still Working. Do They Need to Enroll in Medicare?Clients still working at age 65 must weigh their options carefully to maximize coverage and avoid penalties.
July 20, 2022
Anthem's Parent Says U.S. Employers Still Look StrongA strong job market could help the Fed move ahead with efforts to increase interest rates.
July 20, 2022
Where to Look Now for Investment Returns: BofAThe current economic cycle is a bit unusual, but inflationary pressures have likely peaked, a BofA Global Research economist says.
July 20, 2022
Here Are Americans' Favorite Long-Term InvestmentsBankrate recently asked U.S. investors how they'd invest money they didn't need for 10 years or more.
July 20, 2022
Cathie Wood's Ark Shutters Transparency ETF in First ClosureThe fund gained only $12 million in assets since inception, a fraction of the $9 billion in Wood's flagship fund.