Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Q1 Annuity Sales Up 7.6% From Year Ago, but Will DOL Kill Growth?
By Melanie WaddellWhile 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 09, 2016
Ric Edelman: DOL Rule Will Kill Off Half of All Advisors, Gouge WirehousesOne of the scariest aspects for the financial services industry, Edelman says, is that the new fiduciary rule will allow lawsuits.
June 09, 2016
DOL Fiduciary Rule Faces Another Suit by Annuity IndustryDOL fiduciary rule unfairly targets certain types of fixed annuity products, says IALCs Jim Poolman.
June 02, 2016
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for AdvisorsThe growth of DAFs like Fidelitys is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
May 27, 2016
9 Factors That Affect LongevityLongevity is increasing, but these nine factors play a role in how long people actually live.
May 26, 2016
5 Things to Know About Selling Annuities Under the DOL Fiduciary RuleFrom rules on proprietary products to how to determine whether an annuity is in a client's best interest, here are five things advisors should know.
May 25, 2016
Riches from nichesStanding out as an advisor is no easy task in an increasingly competitive market. Here's how to break away from the pack.
May 23, 2016
Finke: DOL Rule May ‘Drop Bomb’ on Asset Management IndustryAnnuities, nontraded REITs and even mutual funds face a transformed environment under the DOL fiduciary rule, Michael Finke writes.