Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in Massachusetts
By Janet LevauxIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
March 21, 2017
Rare good news from the DOL (yes, about retirement investing)Retirement plan participants can now have guaranteed lifetime income for a portion of their nest egg, while also securing long-term appreciation and capital preservation.
March 20, 2017
Did Warren Overreach in Blasting Annuity Sales Perks?Some insurance industry stakeholders say Warren errs in assuming that incentives can't be structured to ensure advisors act in clients' best interest.
March 20, 2017
Top 20 Companies for Annuity Sales: 2016Variable annuity sales hit their lowest level since 1998, but fixed annuity sales were a relative bright spot.
March 20, 2017
Wells Fargo Card Requests Drop by Most Since Scandal EruptedNew checking accounts fall 43%, marking sixth straight decline; Mack says "it will take time" to work through reforms.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 16, 2017
Future Retirees Could Be More Reliant on Social SecurityThe Center for Retirement Research finds that total wealth from retirement plans has largely been flat from 1992 to 2010.