Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Widow Wins $1.2M From UBS Over Annuity, Margin Loan
By Melanie WaddellThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.
May 06, 2026
Apollo, Athene's Parent, Worries About Rivals' 'Poor Behavior'The company is tired of writing nine-figure checks "for the stupidity of others," CEO Marc Rowan said.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 05, 2026
Knighthead Life Smiles at Sharks, Enters U.S. Fixed Indexed Annuity MarketOther life and annuity carriers are finding ways to move forward now, in spite of all the teeth.
May 05, 2026
Global Atlantic's Parent Expects Annuity Competition to EaseKKR executives said tight investment spreads and choosy buyers made the first quarter challenging.
May 04, 2026
5 Things a Decision Scientist's Team Says About AnnuitiesOne secret to getting retirement savers to do something may be focusing on spending power more than rates of return.
May 01, 2026
Group Asks for Trump IRA Program to Open Up to AnnuitiesThe Insured Retirement Institute says workers need more protection against outliving retirement savings.
April 30, 2026
How to Get Rich and Why Advisors Matter: A Historian's TakeJoseph S. Moore, author of "How to Get Rich in American History," defends annuities, financial gurus and American optimism.