Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Main reasons behind annuities investing
By Peggy BresnickAnnuities can offer your clients three major benefits.
August 10, 2015
Variable Annuity Study Finds No Fees for Most Partial Withdrawals, Cash-OutsVA surrender charges that investors actually pay are considerably lower than the fees listed in prospectuses, the report found.
August 10, 2015
Variable annuity surrender charges overstatedMost people who redeem the full or partial principle invested in variable annuities face no fees, study says.
August 10, 2015
Panelists say DOL arbitration provision must goThe first morning of the Department of Labors public hearing on its proposed conflict-of-interest rule brought attention to a provision that could protect advisors from the plaintiffs bar.
August 10, 2015
Senate’s Warren seeks review of bank message system after finesU.S. Senator Elizabeth Warren wants financial regulators to examine whether a group of banks new messaging system can be used to circumvent compliance.
August 10, 2015
Here are the questions Donald Trump was asked at the Fox debateWas Donald Trump picked on at the recent Fox debate? We've listed all the questions he was asked. You be the judge.
August 10, 2015
Fischer says temporary inflation factors still a Fed concernFederal Reserve vice chairman Stanley Fischer said low U.S. inflation, while probably restrained by temporary factors, remains a concern as the labor market nears a sweet spot.
August 10, 2015
How to interview prospective clients successfullyThe key to success? You have to be able to say no to someone who has a 10-million-dollar portfolio if they're not the right fit for your practice.