Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
MetLife Shelves 148-Year-Old U.S. Retail Brand for ‘Brighthouse’
By Katherine ChiglinskyThe insurer is seeking to give a fresh identity to the U.S. operation that offers annuities and life insurance policies to individuals.
June 20, 2016
6 Economic Predictions for 2016 and Beyond: SIFMAFed rate hikes in the summer and winter remain "the majority forecast, if just barely," the group says.
June 20, 2016
DOL Files to Consolidate 3 Fiduciary Suits in Texas; House Sets Veto-Override VoteThe plaintiffs agree to consolidation but want the court to "proceed quickly" as the first deadline approaches in less than a year.
June 20, 2016
Top Portfolio Products: Strategy Shares Launches With 2 Actively Managed ETFsProducts and services added during the past week go well beyond the usual new ETFs to include an investment banking platform and phone-based advice service.
June 17, 2016
Top 4 Reasons You Better Discuss Social Security With ClientsAmong them, the risk of losing clients who would rather switch to an advisor who will.
June 17, 2016
Q1 Annuity Sales Up 7.6% From Year Ago, but Will DOL Kill Growth?While annuity sales remain strong, according to an IRI report, annuity groups are fighting to minimize the DOL fiduicary rule's impact on the industry.
June 14, 2016
Global Investors Sitting on ‘Mountain of Cash’: BofA Merrill SurveyWith cash holdings the highest since 2001, fund managers consider the June 23 Brexit vote the biggest tail risk.
June 13, 2016
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative PlanningRobbins and Creative Plannings CIO Peter Mallouk define Robbins role as Chief of Investor Psychology; what it means for clients and advisors.