Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Top Portfolio Products: New Options From RetireUp and Guardian Insurance
By Marlene Y. SatterA new database from Stanford Law School and Sullivan & Cromwell could help advisors stay compliant with the Foreign Corrupt Practices Act.
February 11, 2016
Morgan Stanley Rolls Out More Exec ChangesThe new co-heads of wealth management announce new appointments and related organizational changes.
February 11, 2016
Sen. Warren Accuses Annuity Providers of Double Talk on DOL Fiduciary RuleWarren tells OMB that despite insurers' public "doomsday" predictions about the DOL fiduciary rule, investors are told that all is rosy.
February 09, 2016
Most Advisors Don’t ‘Fully Understand’ DOL Fiduciary Rule: Eaton VanceThere will be an enormous educational effort for the industry to try to understand" the impending fiduciary rule, says Eaton Vance's John Moninger.
February 08, 2016
Top Portfolio Products: Mygale Adds European FundThis week's new portfolio products range widely, from European stocks to volatility indexes and municipal bond analysis
February 01, 2016
Deferred Income Annuities Can Double Payouts Later in LifeUsing the no-refund variety of DIAs provides extra income but also has potential downsides.
January 31, 2016
Moral courage: The key to extinguishing deceptive seminars and designationsIf more advisors adhered to the high road, we could extinguish the industrys smoldering problems with seminars and designations in relatively short order.
January 13, 2016
MetLife's Planned Spinoff of Retail Unit Puts Pressure on AIGCalls from investors, including Carl Icahn, for AIG to split into three insurers to shed SIFI status are expected to intensify.