Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Most MEPs Are in Healthy ‘Green Zone’: Survey
By Michael S. FischerInvestment returns have been driving healthy funded ratios since the financial crisis, Segal Consulting reports.
August 18, 2017
Spousal Consent Rules and Marriage ContractsWith respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
August 14, 2017
Understanding Deferred Variable Annuities’ Two PhasesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
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.