Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Should These Clients Buy an Annuity? Two Case Studies
By Roger WohlnerWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
Top 12 Metro Areas for Finding Self-Employed ClientsIn these markets, plenty of high-income business owners are already making heavy use of financial services.
June 18, 2025
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model PortfoliosCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.
June 17, 2025
Bonds Rise on Bet of at Least One Fed Cut in 2025The U.S. Treasury market has risen 2.3% so far this year, according to a Bloomberg gauge.
June 17, 2025
12 Insurers That Sold the Most Annuities in Q1Sales of individual annuities cooled after a hot 2024.
June 16, 2025
Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEOGrant Kvalheim is set to take the reins from Jim Belardi, a company co-founder, on July 1.