Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’s
By Jane Wollman RusoffIts critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
February 13, 2017
Middle-Income Retirees Least Likely to Prefer Annuities: EBRIA report by EBRI breaks down who is most likely to buy annuities.
February 08, 2017
Merrill Edge Launches Robo-Advisor With a TwistPortfolios will be based on ETFs made by Vanguard and others; Bank of America also introduces automated branches.
February 07, 2017
Indexed Annuities Exemption Would Ease DOL Fiduciary BurdenWhile fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
February 03, 2017
Cash Is No Longer King: BlackRock SurveyInstitutional investors globally look to real assets in 2017.
February 02, 2017
Why Advisors Should Act Like Fiduciaries With or Without DOL RuleIt's what their clients expect now, according to a panel of investment consultants at the TD Ameritrade annual LINC conference.
February 01, 2017
Senators Ask Wells Fargo CEO to Explain Alleged Fraud Cover-UpSix members of the Senate Banking Committee are inquiring about reports that the bank shredded and forged documents to hide fraud.
January 30, 2017
DOL Tries to Clarify QDIA Regs on Annuities in TDFsTDFs that feature annuities may be used as QDIAs in 401(k) plans, according to a Labor Department information letter.