Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
New York Close to Fixing State's Charitable Gift Annuity Glitch
By Allison BellYour Empire State clients might have an easier time doing well by doing good.
July 06, 2023
A 4% Rule Alternative That Won't Confuse Clients (Much)New research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
July 06, 2023
Generali to Take Control of Conning From Cathay LifeMany life and annuity issuers use the firm's research and asset management services.
July 06, 2023
Ransomware Gang Has 6M Life and Annuity Client RecordsKnown victims include Genworth, F&G and the department that oversees Medicare.
July 05, 2023
American Equity Agrees to $4.3B Offer From Brookfield ReThe would-be buyer says it wants to use the deal to boost annuity sales.
July 03, 2023
Nassau Financial Acquires Delaware Life of New YorkNassau could use the subsidiary to add a product line or to bring new products into New York.
July 03, 2023
Stone Ridge Revives Effort to Build an Annuity AlternativeFormer New York Life CEO Ted Mathas has agreed to be a senior advisor.
June 29, 2023
DBRS Morningstar Looks at What CLOs Could Do to AnnuitiesThe analysts think bundles of business loans will stay popular. An Equitable risk tracker has concerns.