Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
With Biden-Era Fiduciary Rule Dropped, What Comes Next?
By Robert Bloink and William H. ByrnesLabor said it intends to issue a revised standard around May, leaving many advisors unclear about compliance obligations.
December 10, 2025
5 Reasons $38T of Clients’ Life, Pension and Annuity Cash Could Just RotA consumer advocate warned regulators about an insidious threat to consumers' well-being.
December 10, 2025
7 Questions the Math Bosses Ask About Whether a RILA Is FairThe points made here could affect what happens when clients give up RILAs early.
December 10, 2025
FINRA Warns Against Careless 'Mid-Segment' RILA WithdrawalsAdvisors who recommend taking cash out early must think about the current value, according to a new oversight report.
December 09, 2025
FINRA Warns Against Careless 'Mid-Segment' RILA WithdrawalsAdvisors who recommend taking cash out early must think about the current value, according to a new oversight report.
December 09, 2025
7 Questions the Math Bosses Ask About Whether a RILA Is FairThe points made here could affect what happens when clients give up RILAs early.
December 05, 2025
New Bill Could Help Employer Plans Pull in Roth IRA AssetsMany of the users of the new option could be participants in state auto-IRA programs, advocates say.
December 04, 2025
Draft Guidelines Could Shape States' Efforts to Regulate Annuity SellersA regulator group will review the "best interest" guidance at a meeting next week.