Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DOL Rule Will Mean Cheaper Annuities, More Robo-Advice: Cerulli
By Michael S. FischerThe rule will spur a period of innovation for BDs and product manufacturers, Cerulli predicts.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
March 08, 2016
Extraordinary Study Reveals Widespread Broker MisconductBut the academics also create some confusion in using the nomenclature "financial advisers" when they mean "brokers."
March 04, 2016
Andy Friedman’s 8 Tips to Cut Taxes for Clients Before Congress ActsNobody can accurately guess how Congress will act, so take advantage of these current tax savings, suggests The Washington Update's Friedman.
March 02, 2016
Recruiting Roundup: Raymond James Adds Merrill, Stifel TeamsThe IBD picks up groups across the U.S. with more than $2.3 billion in total client assets.
March 01, 2016
What’s Next for Variable Annuities After DOL Fiduciary Rule?VAs will have to evolve once the DOL fiduciary rule is finalized. Fee-based VAs or rider-free annuities may fit the bill, Byrnes and Bloink write.
March 01, 2016
LPL Expects to Launch Robo-Advisor This YearLPL is also casting a wide net to attract advisors, including those who want to simultaneously sell their business.
February 29, 2016
Group annuity risk transfer sales top $14 billion in 2015In the fourth quarter of 2015, group annuity risk transfer sales totaled $5.8 billion, nearly 19 percent lower than in 2014.