Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
NAIC Creates a Retirement Security Working Group
By Allison BellThe District of Columbia commissioner will be the group's first chairman.
August 02, 2019
Top 10 Most Influential Financial Advisors of 2019: InvestopediaThese are the most engaged, influential and educational advisors in the U.S., according to the investing site.
August 02, 2019
New York State Implements Best-Interest Standard for Annuity SalesExpected next year: a New York state fiduciary rule for securities sales.
August 01, 2019
Tell Clients About Sequence of Returns RiskThe author takes a hard look at Trish and Roberto, and finds that Roberto has problems.
August 01, 2019
Should Advisors Use Annuities for Their Clients?Advisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
August 01, 2019
Ohio National Fighting to Avoid FINRA ArbitrationThe insurer faces a new lawsuit filed by Kestra Financial's parent firm over its decision to stop paying advisors certain annuity commissions.
August 01, 2019
Democrats Float Bill to Help Workers in Closed Pension PlansThe measure is included in the Secure Act but is urgent enough to merit a standalone bill, two senators say.
July 31, 2019
What the Heck Is a 'Financial Instrument': Annuity Model CommenterBirny Birnbaum says a proposed notice update would make indexed annuities a wrapper for... anything.