Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Wisdom Tree, AlphaClone and SPARX Group Add Foreign-Focused ETFs
By Marlene Y. SatterDo you know the difference between a global ETF and an international ETF? Hint: One includes U.S. assets.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 02, 2015
Managing the Variables in a Variable Annuity ExchangeA variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rules take on VA sales.
October 28, 2015
Sen. Warren Slams Annuity Providers, Sellers for ‘Conflicts of Interest’Warren says companies provide $17 billion in direct or indirect kickbacks to advisors who sell annuities; industry groups question her conclusions.
October 26, 2015
DOL update: When is uniformity not uniform?The DOL has spent years preparing the messaging, and the public relations work that has gone into selling their Rule has been impressive. In the end, the PR is about a few assumptions.
October 26, 2015
Why Ken Fisher Hates AnnuitiesThe Fisher Investments founder tells ThinkAdvisor about what he calls the lies annuity salespeople tell and how he buys clients out of their surrender fees.
October 23, 2015
Top Portfolio Products: A High Dividend ETF and Climate Change IndexThis week's additions also include a concentrated portfolio of stocks for companies headed by women.
October 21, 2015
13 Countries With Better Retirement Systems Than U.S.Mercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.