Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
DPL Acquires AnnuityFix to Boost Breakaway Advisor Program
By John ManganaroThe vision is to help breakaway advisors transition their legacy annuity business to a fee-based model.
September 18, 2023
Annuity Constraints Can Be the Client's FriendMike Reidy, Security Benefit's distribution leader, says fit matters more than glitz.
September 18, 2023
Recession: Soft or Hard Landing, or No Recession at All?If you have clients hoarding cash due to uncertainty, try easing them back into the market.
September 15, 2023
Census Tables Show the Pain of the Top 10%The income cutoff for households in the top 10% fell hard in 2004 and has never recovered.
September 14, 2023
Fidelity, BofA, Others Face New Lawsuit Over MOVEit Data BreachFinancial, software and data processing firms failed to properly safeguard consumers' personal data, the suit alleges.
September 12, 2023
TIAA Thought Leader Goes Solo to Help Advisors Use AnnuitiesFormer TIAA managing director Tamiko Toland says the time is right to double down on the annuity question.
September 12, 2023
10 States Where Annuity Sales Rules Still Look DifferentAny lingering conflicts between the states could help the SEC expand its reach.
September 12, 2023
Asset Protection Tops Portfolio Growth in New Advisor SurveyAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.