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 to Hold January Hearing on Credit Suisse’s Retirement Plan Manager Status
By Melanie WaddellDOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.
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.
November 07, 2014
How Schwab Cracked the Wirehouse CrowdThe indie firms consultants will help advisors build their businesses long before you bring a single dollar to us, Schwabs Tim Oden says.
November 05, 2014
6 Questions for Sen. Hatch on Retirement and the ElectionIn an interview, Sen. Orrin Hatch, on deck to head the Senate Finance Committee, talks about the prospects of his SAFE Retirement Act and more.
November 04, 2014
How you can help clients support elderly and retired parentsOften, parents have a hard time accepting money from their children to help pay bills and other living expenses. Immediate annuities can help.
October 30, 2014
8 questions to help you choose the perfect annuity for your clientChoosing the right annuity for your retirement needs is like choosing the right golf club.
October 28, 2014
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits RiseUBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.