Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Indexed annuity sales on track to reach $60 billion
By Kristen BeckmanMulti-year guaranteed annuity sales performed well during the quarter, driven by banks offering them as an alternative to low-yield products.
November 29, 2016
9 Retirement Moves Other Countries Get RightWhile the U.S. faces a retirement crisis in coming years, some countries are not. Here are 9 things they're doing differently.
November 29, 2016
FINRA Fines VALIC $1.75M Over Comp Policies, VA SalesFor three years, reps had incentives to move assets into proprietary products and were not adequately supervised, the regulator says.
November 29, 2016
The Blue State Plan to Fix RetirementCalifornia, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work.
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.