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 10 annuity sales leaders
By Kristen BeckmanThe top 10 annuity sales leaders rankings fluctuated significantly compared with Q1 2015, mirroring the market's preference for fixed products.
May 18, 2016
DC Plans Seek to Boost Results by Thinking Like PensionsDC 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 16, 2016
How to gauge the income tax consequences of an annuity transactionEach of these 15 common annuity transactions has a different income tax implication.
May 16, 2016
How to gauge the income tax consequences of an annuity transactionEach of these 15 common annuity transactions has a different income tax implication.
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.