Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Should You Jump on the Buffer Annuity Bandwagon?
By Robert Bloink, William H. ByrnesThis product offers an appealing cross of annuity products that clients clearly want, but advisors should look before they leap.
June 19, 2017
Schwab, LPL Mid-Year Outlooks: Beware, Goldilocks AheadA review of mid-year outlooks from several major financial firms reveals caution about expectations and risks but no recession or market crash.
June 16, 2017
For SEC Fiduciary Rule, Regulate Titles First: CFA Institute CommentsComments are trickling into the SEC, with CFA Institute saying that the issue of titles needs to be addressed so rules can be clarified.
June 13, 2017
What You Need to Know About Annuity ClassesUnderstanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
June 09, 2017
15 Worst States for Military Retirees: 2017Health care and taxes were key considerations in judging a states friendliness to veterans.
June 09, 2017
Barry Ritholtz Sees DOL Fiduciary Rule as a ‘Test Run’The Ritholtz Wealth CIO tells ThinkAdvisor the rule is a step in the right direction, but says it's clearly flawed.
June 09, 2017
Pension Funding Levels Steady in May: MercerPension plans sponsored by S&P 1500 companies maintained their 83% funded status last month, according to Mercer.
June 08, 2017
3 Possible DOL Reforms That Could Help AdvisorsKBW analysts share their views on what deregulation banks and broker-dealers can expect this year and next.