Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Tax Court Judge Notices a Couple Keeping an Annuity
By Allison BellThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 25, 2025
Why the 'Game Has Changed' for the 60/40 Portfolio: Schroders' Farstrup"We need to be thinking differently about risk and diversification today,” says the asset manager.
April 24, 2025
10 Insights Into Retirement Confidence in 2025Despite worries about Social Security and inflation, a survey found, the outlook has improved over the past year.
April 24, 2025
Jury Finds Massachusetts Advisor Failed to Disclose Annuity Conflicts to RetireesThe verdict holds Jeffrey Cutter and his firm accountable for breaching fiduciary duties to clients, the SEC said.
April 24, 2025
Best and Worst 401(k) Plans by IndustryJudy Diamond Associates' latest report highlights opportunities for financial advisors with business-owner clients.
April 23, 2025
For Most Americans, Going Broke in Retirement Is a Bigger Fear Than Death: SurveyInflation, Social Security worries and a lack of savings stoke this fear, Allianz reports.
April 23, 2025
5 Post-Tariff-Tantrum Questions for Annuity IssuersThe issuers probably had a great first quarter. Then the world changed.
April 22, 2025
5 Reasons Annuity Issuers Like Selling RILAsYou know they're "easier to hedge." A finance professor explains what that means.