Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Ebix to be acquired by Goldman affiliate
By Michael K. StanleySubject to antitrust approval, the transaction is expected to close sometime in the third quarter.
April 29, 2013
What Advisors Don’t Know About Variable Annuities: How VAs Fit Into a Client’s PortfolioProperly assessing the viability of a variable annuity for a particular client entails considerably more than just adding it alongside a standard model portfolio.
April 26, 2013
Reality Bites: Gen Xers Aren’t Slackers Anymore, MetLife SaysThe unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.
April 22, 2013
What Advisors Don’t Know About Variable Annuities: Market Conditions and VAsIn part four of our series, we look at how market conditions affect variable annuities. VAs may appear, on paper, to be a win-win, but the reality is more nuanced.
April 18, 2013
When an annuity makes senseSoft economic forecasts are definitely not required for an annuity to be a prudent financial instrument for your clients.
April 18, 2013
When an annuity makes senseSoft economic forecasts are definitely not required for an annuity to be a prudent financial instrument for your clients.
April 17, 2013
BNY Mellon Profits Drop, but Pershing Clearing Helps Offset LossesPershing's clearing services revenue helped offset the Bank of New York Mellon's Q1 losses stemming from a foreign tax credit fight.
April 17, 2013
IRA Cap Gives Rise to New Funding StrategiesAs with the Whac-A-Mole carnival game, new regulation means new opportunity.