Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
‘Hit Pause’ on DOL Fiduciary Rule, Insurer’s Lawyers Urge Federal Judge
By Melanie WaddellLawyers representing insurer Market Synergy told a Kansas judge that DOL failed to prove that state-based regulation of fixed-indexed annuities is broken.
September 20, 2016
DOL Fiduciary Rule Causes Pullback on Sale of Annuities, Funds by InsurersState Farm Insurance says it will not accept liability on the future sale of annuities or mutual funds.
September 19, 2016
Top Portfolio Products: Global X, Nuveen Add ETFs; Financial Engines Expands ServicesGlobal X introduces three tech ETFs while Nuveen adds bond ETF focused on additional yield.
September 15, 2016
Compliance Support for DOL Fiduciary Rule Next Big Advisor Need: CogentAdvisor education may be important for firms as much for assuaging fears and easing confusion as for compliance, new research from Cogent says.
September 15, 2016
U.S. Justice Department Investigating Wells FargoThe probe follows a $185 million fine levied by regulators who charged the bank with opening 2 million accounts without customers' approval.
September 14, 2016
Pension Spending Shows Big Impact on Economy: NIRS ReportIn 2014, retiree spending of pension benefits generated $1.2 trillion in total economic output, supporting 7.1 million jobs, according to the report.
September 14, 2016
GRAT Valuation Discounts Disappearing SoonClients have a short window to use valuation discounts for transfers of interest in family businesses under Treasurys current rules.
September 12, 2016
Half of IRA Rollovers to Stay in Plan After DOL Fiduciary Rule: CerulliAdvisors will have to offer more services to clients to support a rollover recommendation to an IRA, suggests new research from Cerulli.