Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Do Fee-Based Annuities Have a Future?
By Scott StolzGiven the stakes, failure may not be an option for the annuity industry, Raymond James annuity expert Scott Stolz writes.
June 29, 2017
In Fiduciary Rule, How Do You Define ‘Reasonable’ Compensation?Since June 9, advisors have been bound by the rules impartial conduct standard, but defining the concept of reasonable compensation can be tricky.
June 29, 2017
Best & Worst BDs for Advisors: J.D. Power — 2017Satisfaction among employee and independent advisors is down, and that means lots of reps could be on the move, the research finds.
June 27, 2017
Senate Postpones Vote on Health BillTrump calls Republicans to the White House for a meeting at 4 p.m. today.
June 27, 2017
14 Reasons Millennial Women May Never Make It to RetirementWhile older generations of women made strides in health, well-being and economic equality, millennials are actually regressing, a study found.
June 26, 2017
Stop Fooling Yourself About 8% Easy ReturnsToo many retirement savers are counting on gains over 9%.
June 21, 2017
Merrill Lynch Nabs Longtime Morgan Stanley Exec Carl SwansonSwanson switches wirehouses to lead platform experience at Merrill after more than 24 years with Morgan Stanley Smith Barney.
June 21, 2017
The Build-a-Pension TrendLongevity risk is such a concern that the IRS has eased rules to make it easier for clients to protect against the risk.