Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
More States Moving to Adopt NAIC Model Annuity Rule
By Melanie WaddellThe model rule, adopted by NAIC in February, incorporates a best-interest standard of conduct and aligns with Reg BI.
October 08, 2020
The Evolution of Risk Management in a Yield-Hungry WorldPrevailing market dynamics pose challenges for investors seeking risk mitigation and income growth.
October 05, 2020
First ETF to Track 'Blank Check' Companies Launches: Portfolio ProductsMeanwhile, SoFi has launched the first actively managed ETF that offers investors a weekly income payout.
September 30, 2020
Best Interest Standards, Change and Deferred AnnuitiesThe author wants advisors to work with him to develop an advisor-driven contract valuation method.
September 29, 2020
AmeriLife Acquires a Majority Stake in TAG: Annuity DealsIntegrity Marketing, Majesco and iPipeline also have deal news.
September 23, 2020
FINRA Bars Ex-Prudential Broker Who Forged Clients' SignaturesThe ex-rep also created email accounts for two clients and submitted annuity applications without their knowledge, according to FINRA.
September 21, 2020
401(k) Savers Want Advice on How Much They Need for Retirement: SchwabWorkers expect 44% of retirement income to come from 401(k)s, a Schwab survey found.
September 18, 2020
Annuities Are Becoming More RIA-FriendlyAnnuity fee structures are changing, and so are macro trends for advisors and clients, Morningstar panelists say.