Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Schwab to Unleash No-Fee Robo-Giant
By Janet Levaux, James J. GreenSchwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.
October 24, 2014
4 More Annuity Answers Investors Need to KnowNAFA has released a paper that helps advisors answer clients' most important annuity questions.
October 22, 2014
Former PIMCO Parent Pacific Life Moves Accounts to JanusPacific Life is moving some money to Bill Gross new firm, Janus, which said the decision pre-dated Gross exit.
October 21, 2014
Fiduciary Rule to Snag BDs on IRA RolloversThe 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 20, 2014
10 States With Most Advisors HeadquarteredMost investment advisory firms main offices are concentrated in relatively few states, with distribution likely driven by access to financial markets, population and net worth.
October 16, 2014
Saudis Sitting Pretty in Global Oil Price PlungeTheres still only one country in a position to choose winners and losers in the global market: Saudi Arabia.
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.