Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Wisconsin Governor Signs Annuity Suitability Update Bill
By Allison BellThe new law is based an NAIC model supported by insurance industry groups.
April 15, 2022
6 Roadblocks Holding Advisors, Clients Back From AnnuitiesAs pensions decline, why aren't more investors using annuities? Wade Pfau and others laid out some reasons.
April 15, 2022
AIG Names Investment Chief for Corebridge SpinoffSabra Purtill has been AIG's chief risk officer.
April 14, 2022
What Hopkins, Levine & Treichel Think of Retirement Changes in Secure Act 2.0Clients will ask about Secure 2.0, so advisors should "be prepared," one expert said in this webcast.
April 14, 2022
Best Full-Service Wealth Management Firms, Ranked by Investors: — J.D. Power, 2022The biggest firms have improved their tech offerings but lag on delivering comprehensive advice, new research finds.
April 13, 2022
Is the Attack on Annuities Still Fair?Clients apparently want annuities more than many advisors realize, and this disconnect may be due to outdated perceptions.
April 13, 2022
Does Your Client Need an Annuity? Here's a Formula to Help DecideMorningstar's Amy Arnott outlined the math advisors can use help to clients decide whether to buy an annuity.
April 13, 2022
Retirement Income? Uh, What's That?Even in a place where you'd think the users would have all had a plan: Nope.