Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
9 Top Ways to Help Clients Invest for Retirement in 2023
By John ManganaroWhile more volatility is expected this year, these equity and bond strategies could be beneficial to clients.
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.
August 28, 2023
Jackson Keeps Variable Annuity Benefits Guarantees on MenuThe company's new family of living benefits is a slimmed-down version of the old family.
August 28, 2023
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?The $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.
August 28, 2023
The Annuity Market Might Split: CFRA AnalystCatherine Seifert suggests that private equity owners could be tougher than policyholder owners.
August 28, 2023
How Do Annuity Death Benefits Work?What happens to annuity payments after the contract holder dies can vary. Here's what to know.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.