Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
FINRA Bars Broker Who Ripped Off Blind, Elderly Widow
By Melanie WaddellHank Mark Werner received commissions for recommending that a client purchase an unsuitable variable annuity.
October 30, 2017
What Morgan Stanley’s Broker Protocol Exit Means for AdvisorsMorgan Stanley says the accord has become unsustainable; a recruiter says the policy change could make it harder for advisors to leave.
October 30, 2017
VictoryShares Introduces High Dividend Emerging Market ETF: Portfolio ProductsColumbia Threadneedle Investments launched a new target date solution.
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 25, 2017
Putnam CEO Faults 401(k) Shift as ‘Tax Gimmick’ Hurting the PoorRobert Reynolds and Thomas Marra suggest that tax breaks have something to do with retirement savings.
October 17, 2017
‘Stan the Annuity Man’ Is Livid About Fixed Indexed AnnuitiesStan Haithcock tells ThinkAdvisor why the industry is outraged at him and why fee-based indexed annuities are the biggest joke of all time.
October 16, 2017
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit AllFee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
October 16, 2017
Q2 Bank Annuity Sales Start to Firm UpResults for financial institution distributors look like the results for the market as a whole.