Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Gundlach: Post-Election Markets ‘Confused’; Avoid ‘FANG’ Stocks
By Janet LevauxThe DoubleLine CEO says higher rates and inflation are coming, but Trump has no magic wand for economic fixes.
November 02, 2016
FINRA Nails Cetera, Voya & 6 Others Over VA SalesFirms hit with $6.2M in fines for supervisory failures related to variable annuity L-shares.
October 28, 2016
UBS Advisors Stay Ahead of Rivals: Q3 EarningsThe average level of fees and commissions, as well as assets, keeps the FAs in the Americas at the head of the pack.
October 27, 2016
How an Expected Rise in Inflation Could Impact MarketsIf oil stays at $50 per barrel for the next three months, Loomis Sayles Maura Murphy expects to add 1% to inflation.
October 27, 2016
The Next 10 Years Will Be Ugly for Your 401(k)We expect about a 5% return on our investments; a Research Affiliates report tells us we should start getting used to disappointment.
October 26, 2016
Morgan Stanley Keeps Commission Retirement Accounts, Despite DOL RuleThe news comes one week after CEO James Gorman discussed the importance of giving clients choice.
October 19, 2016
6 Companies With the Best Retirement PlansThese companies offer their employees a chance at a good retirement, in ways that range from pension plans to generous matching 401(k) contributions.
October 18, 2016
Tiny Social Security COLA to Pinch Seniors as Medicare Costs SurgePayments could rise just $5 a month in 17 versus the $150 seniors have lost with low inflation, says one group.