Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Ex-Commonwealth Rep Lied About CE: FINRA
By Melanie WaddellFrancis Smith, now at Cambridge, was fined and suspended for having someone else complete his CE requirements.
July 21, 2025
Annuity Issuers Ask SEC to Ease RILA Advertising RegsThe Committee of Annuity Insurers says there is still life and annuity red tape left to cut.
July 21, 2025
10 Worst States for Retirement Income ShortfallsPre-retirees in these states could likely use some professional help making the numbers add up.
July 18, 2025
FACC to Appeal Court Decision on DOL Rollover RuleJudge Kinkeade’s decision "is right in some respects and wrong in others," the group said.
July 15, 2025
Bonds Steadied Annuity Issuers in Q2: Morgan StanleyBut the issuers faced other economic risks, analysts warned ahead of earnings season.
July 14, 2025
A Conference's Message: To Reach the Next Level, Ask the Right QuestionsAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"
July 11, 2025
Court Rejects Part of Frozen DOL Rollover RuleThe judge accepted the argument that one rollover transaction cannot start an "ongoing advice relationship."
July 10, 2025
4 Ways Tariffs Could Hurt Annuity IssuersSwiss Re institute analysts dismiss arguments that life insurers are immune to trade war pain.