Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Spousal Consent Rules and Marriage Contracts
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Ed Morrow, Martin M. ShenkmanWith respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
July 27, 2017
Ameriprise Sees Stability in Annuity BlockExecutives say the flow of cash in and out appears to be stabilizing.
July 25, 2017
$2M Wells Fargo Team Moves to JanneyThe recruiting news comes just days after a scathing report about the bank's release of private information on 50,000 clients and advisors.
July 13, 2017
Dynasty Nabs $1B Breakaway Team From Merrill: Recruiting RoundupMeanwhile, UBS brings on two teams with a total of $975 million in assets from Merrill's Thundering Herd.
July 11, 2017
5 Top States for Annuity Payment GrowthIn some states, payments increased 4% or more in 2016, according to an NAIC research center.
July 03, 2017
Do Fee-Based Annuities Have a Future?Given the stakes, failure may not be an option for the annuity industry, Raymond James annuity expert Scott Stolz writes.
July 03, 2017
The Truth About Income RidersYour clients may think of adding an income rider to an annuity as the best of both worlds, but this strategy has a downside.
July 01, 2017
How to Succeed in Retirement Investing in the ‘New Normal’As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.