Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
TIAA Hit With Second Class-Action Suit Over MOVEit Hack
By Melanie WaddellTIAA inadequately maintained its network and failed to provide timely notice to some 2.4 million clients, the suit argues.
August 31, 2023
Higher Rates Are Helping Some Clients Get More Quick CashThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.
August 31, 2023
UBS to Cut 3,000 Jobs, $10B of CostsIts Credit Suisse deal has increased UBS's workforce to about 120,000, which it wants to reduce by some 30% over time.
August 30, 2023
9 Top Ways to Help Clients Invest for Retirement in 2023While more volatility is expected this year, these equity and bond strategies could be beneficial to clients.
August 30, 2023
Venerable Aims to Power Variable Annuity Issuers' Fund MenusTim Brown will lead the new asset management team.
August 29, 2023
TIAA Exec: Put Deferred Fixed Annuities in 401(k) PlansPhil Maffei says annuity stability can let a client be more aggressive with other plan assets.
August 28, 2023
5 Ways Young Adults Can Become Millionaires: Levine, JohnsonStarting early means adults can build wealth for comfortable lives, say Buckingham Wealth's Jeff Levine and Jeff Johnson.
August 28, 2023
10 Top Retirement Trends to Watch in 2023Adults hold many rapidly changing views on retirement and longevity, according to the latest Age Wave poll.