Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Total annuity sales fall two percent in third quarter
By Daniel WilliamsAccording to a new report from LIMRA, lower interest rates are impacting fixed annuity sales.
November 15, 2014
Top Portfolio Products: New China Bond, Buyback-Themed ETFsNew products focus on e-commerce in the emerging markets and more.
November 14, 2014
Retirement Spending Plans Should Follow Pension Strategy: RussellPensions funded ratio method offers a simple yet powerful percentage that most clients understand immediately, a Russell study says.
November 14, 2014
DOL to Hold January Hearing on Credit Suisse’s Retirement Plan Manager StatusDOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.
November 14, 2014
Discuss LTC or Visit Dentist? In Study, 25% Prefer DentistAccording to a Genworth study, fewer than 30% of adults have even had a conversation about their long-term care or aging needs.
November 13, 2014
Realty Capital Says Cetera Spinoff ‘On the Table’Company leaders say they're looking at all options as stock declines, other Schorsch-related issues continue. Larry Roth says recruiting is strong at Cetera.
November 07, 2014
Longevity Annuities Get New Life From Treasury’s BlessingThe new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
November 07, 2014
Are Deferred Annuities Becoming the Default 401(k) Investment?The IRS approval of deferred annuities in TDFs makes it very likely that the prevalence of these products is about to explode.