Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
State Crackdown on Annuities Sharpens Suitability Issues for Advisors
By William H. Byrnes, Robert BloinkAs states crack down on suitability review issues, an advisors ability to determine which annuity product is advisable has never been more important.
January 06, 2017
The Standard offers single premium deferred indexed annuityThe annuity offers the ability to receive interest based on increases in an index with dynamically adjusting investment allocations.
January 03, 2017
DOL Tries to Clarify QDIA Regs on Annuities in TDFsCan target-date funds that feature annuities be used as qualified default investment alternatives in 401(k) plans? The DOL tries to explain.
December 28, 2016
New York Probes ‘Troubling’ Annuity Replacement Practices by InsurersRegulator warns it will take appropriate action against insurers and brokers making 1035 exchanges of deferred annuities with immediate annuities.
December 27, 2016
31% Cut in Social Security Benefits Needed by 2031: CBOAn earlier report from the Social Security Trust Fund projected a 21% cut in benefits beginning in 2034 if the status quo remains.
December 22, 2016
Wirehouses Reps Move to Baird, RBC: Recruiting RoundupMeanwhile, two LPL-affiliated wealth firms with $2 billion in combined assets plan to merge.
December 21, 2016
Sex, Drugs and Pay-to-Play Fraud Hit New York Pension Fund: SECTwo brokers were charged with providing thousands of dollars in gifts to a former NY state pension fund official in exchange for billions in business.
December 21, 2016
FINRA’s 12 Fines of Christmas: Wells Fargo, LPL Flub Security of RecordsThe companies were fined a total of $14.4 million, as some firms failed to keep millions of records in the proper electronic format.