Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Massachusetts Advisor, Firm to Pay $150,000 in Annuity Switching Case
By Melanie WaddellJeffrey Cutter and his firm failed to disclose significant upfront commissions and other conflicts of interest, a jury found.
February 19, 2026
Jackson Closes on Source of Fixed Annuity FuelThe company is happy to sell nervous retirement savers products that provide account value guarantees.
February 18, 2026
Orion Adds DPL Tech to Advisor PlatformThe wealthtech firm is integrating annuity comparison and analysis tools into Orion Connect.
February 17, 2026
Tax Time Is Life and Annuity Trust Trap Time, Advisor WarnsHasty decisions about distributions or trustees could break delicate financial machinery.
February 13, 2026
U.S. Annuity Sales Blast Through Clouds, Climb 12%The ferocious competitors in the RILA market increased sales of those products 24%.
February 12, 2026
Lincoln Financial CEO Likes Fixed and Fixed Indexed AnnuitiesEllen Cooper wants to avoid competing on price in the RILA market.
February 11, 2026
Corebridge Shrugs Off Changing Interest Rate WindsExecutives predicted that strong distribution will help keep annuity sales on course.