Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
12 best practices to transition to the new fiduciary standard
By Steven McCartyHave you had enough back and forth on the impending revision to the DOLs fiduciary standard for retirement advisors?
August 14, 2015
Investing is hard—it's harder if you're stupidHordes of behavioral researchers have gone out of their way to show just how inexpert the investing public really is.
August 14, 2015
Beware of stepkids feuding over the family fortuneA new survey by UBS Wealth Management shows just how challenging estate planning can be for wealthy blended families.
August 14, 2015
The estate tax dodge that went too farWealthy people have lots of ways to avoid the estate tax. But a federal judge says one family got a little too creative in dodging its tax bill.
August 13, 2015
Social Security turns 80 to cheersSocial Security turns 80--and Americans still value it highly, according to this AARP survey.
August 13, 2015
The 1 percent advantage: How to win with holistic planningIf you sell annuities youve encountered a sales pitch boasting a higher guaranteed withdrawal rate vs. a safe withdrawal rate from a stock/bond portfolio.
August 13, 2015
CFA criticizes 3 industry arguments against proposed DOL fiduciary ruleThe Consumer Federation of America has targeted 3 arguments made by the financial industry against the proposed DOL fiduciary standard.
August 12, 2015
What it means to be a multigenerational advisorAccording to one expert, "what, why and how" are the three keys to being a successful multigenerational advisor.