Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Fiduciary Rule to Snag BDs on IRA Rollovers
By Allen GreenbergThe DOL is likely to hold broker-dealers who chase IRA rollovers to the same fiduciary standards retirement advisors must meet, ERISA attorney Fred Reish says.
October 15, 2014
5 Annuity Answers Every Investor Needs to KnowNAFA has released a paper that helps advisors answer five of the most important annuity questions.
October 14, 2014
LPL’s Robert Moore: RIAs Are Where the Growth IsLPL President Robert Moore tells ThinkAdvisor why the BD is not feeling acquisitive and why there's room to grow in the indie RIA space.
October 14, 2014
The Bizarre Recruiting Case of Alfonso MontoyaA $150 million book of business Wells Fargo promised him never materialized and then the wirehouse took him to arbitration.
October 14, 2014
LPL to Pay More Than $500,000 Over Annuity Surrender ChargesLPL Financial agreed Tuesday to pay $541,058 to seniors in Massachusetts for failing to properly disclose surrender charges these clients paid when switching VAs.
October 13, 2014
Retirement Safety Net Combines Variable and Deferred Income AnnuitiesClients can reap the benefitsat a better price pointof market participation and income guarantees by combining a variable annuity with a deferred income annuity.
October 13, 2014
PIMCO’s Q3 Outflows Top 5% of AssetsThe big bond shops AUM declined by about $23.5 billion after Bill Gross departed for Janus.
October 10, 2014
Krawcheck Calmly Rips Microsoft CEO Over Comments on WomenKrawcheck criticizes Satya Nadellas advice that women shouldnt ask for raises but should rely on karma instead.