Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Fed Lowers Rates by Quarter Point, Signals Two Cuts for 2025
By Amara OmeokwePolicymakers signaled greater caution over how quickly they can continue reducing borrowing costs.
December 16, 2024
Annuity Issuers Still Struggling to Protect Asset Share: SIFMAContract asset growth has been strong, but growth in IRAs and employer-sponsored plans has been stronger.
December 16, 2024
Could a Term-Limited Trump Finally ‘Fix’ Social Security?Term-limited politicians have more room to act on controversial topics, former SSA economist Jason Fichtner says.
December 16, 2024
Bob Doll Grades His 10 Predictions for 2024Crossmark's prognosticator-in-chief gives his annual list a final score of 7 out of 10.
December 13, 2024
The 4 Questions You'll Get at Holiday Parties This YearGetting asked for free advice is a hazard of the advisor gig.
December 12, 2024
Nearly Half of Gen Xers Have Done No Retirement Planning: SurveyJust 14% of Americans between 44 and 59 say their savings are on track, according to Schroders’ research.
December 12, 2024
Meet the 2024 Luminaries WinnersThe honorees were acknowledged on stage Wednesday at the Fontainebleau Las Vegas.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.