Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Retirement Clients' Concern Escalates as COVID-19 Surges: Poll
By Michael S. FischerClients got more worried and made more portfolio changes in late March than a month earlier, The American College found.
April 06, 2020
BNY Mellon Widens ETF Pact With USCF: Portfolio ProductsAlso, AlphaCentric introduces new municipal bond fund.
March 24, 2020
5 Sources of Drama in Annuity Product News NowAnnuity product news tends to be about trumpets and glitter. But not now.
March 12, 2020
Allianz Life Adds Switchable Indexed Annuity: Annuity Product UpdateLegacy Marketing Group is forming a product development alliance.
March 12, 2020
7 Keys of Secure Act's Annuity Safe Harbor in Retirement PlansMore clients are likely to see an annuity option in their 401(k) in the near future, so it's important they know what to watch out for.
March 11, 2020
SEC Rule on Variable Annuity Summary Prospectus Is FinalNew rule permits use of a concise, reader-friendly prospectus designed to improve investors' understanding of the contracts' features, fees and risks.
March 11, 2020
'Stan the Annuity Man' Sees Business Booming as Investors Seek SafetyThe "annuity truth" advocate tells ThinkAdvisor which kinds of annuities he prefers and which are "overhyped."
March 05, 2020
FINRA Suspends Ex-AXA Rep Over Secret SettlementThe rep was "permitted to resign" from the firm while being investigated over a customer complaint.