Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
5 Ways Trump's Election Could Affect Life and Annuity Players
By Allison BellThe climate for rollover sales standards and federal estate taxes will change.
November 01, 2024
IRS Sets 401(k), IRA Contribution Limits for 2025The tax authority also announced changes to catch-up contributions tied to Secure 2.0.
October 31, 2024
PIMCO Raises $2B for Asset-Based Private Lending StrategyThe firm has been building out its alternatives business in recent years as it expands beyond its bond roots.
October 31, 2024
11 News Topics That Make Investors NervousSome current events are making clients reconsider the amount of risk they're willing to take, a new survey finds.
October 31, 2024
LPL Discloses $18M Charge, but No Arnold Updates on Q3 CallThe firm, now led by Rich Steinmeier, expects an SEC settlement related to anti-money laundering controls.
October 30, 2024
8 Ivy League Colleges' Endowment Returns, Ranked: 2024The elite schools' average 8.3% return on investments was a significant improvement over last year's average 2.3% gain.
October 30, 2024
America's 15 Youngest Billionaires: Forbes, 2024Only 26 billionaires on this year's list, with membership taking a record $3.3 billion, are younger than 50.
October 30, 2024
The Q3 U.S. Death Rate Was Much Higher Than NormalIn 18 states, the death count was more than 10% higher than before COVID-19.