Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Massachusetts Fiduciary Rule Upheld by Top Court
By Melanie WaddellThe ruling "is a Fenway Park Red Sox grand slam home run" for investors and state regulators, said a fiduciary expert.
August 24, 2023
LPL to Add $50B in Prudential Wealth AssetsAssets held at Fidelity's National Financial, other third parties and Prudential should move to LPL by late 2024.
August 23, 2023
10 New Stats on How Cash Comes Out of Indexed AnnuitiesAnnuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.
August 23, 2023
Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2023Here's the level of satisfaction among 5,887 plan members.
August 23, 2023
Half of Older Americans Considering 'Unretirement': SurveyPre-retirees and retirees are considering delaying or coming out of retirement, a survey found.
August 23, 2023
10 'Good News, Bad News' Social Security Survey FindingsGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.
August 22, 2023
10 Annuity Tax Facts Advisors Should KnowYour clients are bound to have tax questions as annuity sales boom.
August 22, 2023
10 Best Dividend Stocks to Buy Now: MorningstarInvestors should watch out for "dividend traps," Susan Dziubinski warns.