Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DC Plans Seek to Boost Results by Thinking Like Pensions
By Michael S. FischerDC plan sponsors are adopting best practices of defined benefit plans as a way to increase the efficiency of their plans, according to BNY Mellon.
May 11, 2016
Recruiting Roundup: RBC Wealth Opens New Georgia BranchThe location is led by a producing manager formerly with Morgan Stanley; meanwhile Focus Financial adds group in Australia.
May 09, 2016
Top Portfolio Products: Pershing Adds 3 Robo-Advisors to Its PlatformThis week's new products and services include three robo-advisors added on one platform and six new options in an investment-only variable annuity.
May 03, 2016
MetLife Securities to Pay $25M to FINRA Over ‘Negligent’ VA ReplacementsMetLife's misstatements led customers to replace their annuities with products that were more expensive or had fewer features, FINRA says.
May 02, 2016
Top Portfolio Products: Touchstone Launches an International Growth FundTwo may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
April 25, 2016
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic ValuesThe latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
April 22, 2016
What Do You Think About DOL Fiduciary Rule? Take a 10-Question PollHow do you feel about the fiduciary rule? 1) Its a new era of unicorns and rainbows; 2) My anger burns like a thousand suns.
April 14, 2016
Indexed Annuities Run Afoul of DOL Fiduciary RuleOne change in the final DOL rule: Like variable annuities, fixed indexed annuities will need a BICE.