Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
9 Retirement Moves Other Countries Get Right
By Marlene Y. SatterWhile the U.S. faces a retirement crisis in coming years, some countries are not. Here are 9 things they're doing differently.
November 28, 2016
Meir Statman: What ‘Normal People’ Really Want From AdvisorsProfessor Statman talks about next-gen behavioral finance, how to manage clients well-being and why annuities can emit the smell of death.
November 28, 2016
Wells Fargo Pushes to Settle Claims Over Fake Accounts via ArbitrationCustomers are suing the bank for millions plus punitive damages.
November 23, 2016
Fed Officials Expect to Raise Rates in DecemberFed officials see a strengthening case to raise rates as the labor market tightened, according to their November meeting minutes.
November 22, 2016
New Regs Encourage Split Annuity Pension OptionIRS rules change the traditional decision-making process for clients on whether to accept a lump sum from a pension plan or an annuity.
November 22, 2016
How Employers Can Help Solve the Retirement Savings ProblemEmployers need to increase incentives and ease-of-use for employees to participate in work-based retirement savings plans.
November 22, 2016
Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent ReportsMutual fund firms with strongest advisor loyalty are much less likely to be dropped.
November 21, 2016
6 Tax-Law Time Bombs Affecting IRAsSome of these items have been in federal budget proposals for years. It may be only a matter of time before they become law.