Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Minnesota Securities Regulator Rothman Steps Down
By Melanie WaddellRothman to seek Minnesota Attorney General post.
November 09, 2017
FINRA Bars Broker Who Ripped Off Blind, Elderly WidowHank Mark Werner received commissions for recommending that a client purchase an unsuitable variable annuity.
November 09, 2017
Securities America Nabs $1.7B OSJ From National Planning Corp.Two Ladenburg Thalmann-owned BDs have landed billion-dollar groups.
November 07, 2017
5 Reasons Variable Annuities Look PrettierAt some insurers, the products seem less like weeds and more like flowers.
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.