Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Goldman to Sell Former United Capital Unit to Creative Planning
By Sridhar NatarajanThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 25, 2023
IRS Extends Deadline for Roth Catch-Up Contributions in New Secure 2.0 GuidanceCatch-up contributions made by wealthy 401(k) participants must be designated as after-tax Roth contributions by 2026.
August 25, 2023
6 Ways to Say "Annuity" Without Saying "Annuity"Here are six buzzwords that show that clients are ready to hear about the A word.
August 25, 2023
Nikki Haley Floats Raising Retirement Age to Curb Rising Debt"We change retirement age to reflect life expectancy instead of cost of living increases," the Republican presidential candidate said.
August 25, 2023
Massachusetts Fiduciary Rule Upheld by Top CourtThe ruling "is a Fenway Park Red Sox grand slam home run" for investors and state regulators, said a fiduciary expert.
August 24, 2023
Sales of a Hot Fixed Annuity Product Start to CoolClients might be starting to tilt toward growth potential.
August 24, 2023
Goldman, JPMorgan, Morgan Stanley & UBS to Pay $499M to Settle Stock-Lending SuitThe antitrust class action was bought by the Iowa Public Employees' Retirement System and other pension funds.
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.