Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Your Clients Are Stressing Out About Their Health: Fidelity
By Michael S. FischerStressed investors are less satisfied with their advisors, Fidelity finds.
December 10, 2019
11 Year-End Tax Tips for 2019Clients may not be aware of some of these, since parts of the tax law took effect only this year.
December 09, 2019
Another Broker Impersonated Clients … 6 of Them. FINRA Wasn't Pleased.FINRA suspended and fined the former Investacorp rep after he impersonated customers in calls to Nationwide.
December 09, 2019
Employers Worry About Workers' Retirement Planning: MassMutual SurveyEmployers also worry about workers' caregiving responsibilities.
December 05, 2019
4 Retirement Plan Investments That Might Be Better Than Target Date FundsThese QDIA alternatives are available not just to mega-sponsors but to the advisor-driven market of small and midsize plans.
December 04, 2019
New Annuity Ties Crediting Rates to BlackRock ETF PerformanceThe contract comes with no caps on participation rates.
December 04, 2019
Life Groups Back Quick Adoption of State Regulators' Sales Standards ProposalTwo consumer groups say the current NAIC draft is weaker than the SEC's Regulation BI standard.
December 02, 2019
11 Affordable Small Towns for Retirement AbroadInternational Living has compiled a list of 11 good-value, small-town communities outside the United States.