Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DBRS Morningstar Looks at What CLOs Could Do to Annuities
By Allison BellThe analysts think bundles of business loans will stay popular. An Equitable risk tracker has concerns.
June 27, 2023
Ascendant to Test Investor Appetite for Annuity AssetsThe reinsurer plans to raise deal capital by selling preferred shares.
June 27, 2023
Brookfield Re Makes $4.3B Offer to Buy American EquityThe annuity pioneer avoided two earlier suitors, but Brookfield Re already owns a 20.38% stake.
June 23, 2023
Help Clients Get What They Need, and Want, in RetirementNot all retirement spending goals are the same, and they can be funded with different strategies.
June 23, 2023
Equitable's Nick Lane: The Nature of Advice Has to ChangeSure, clients want a good return on assets. But they also yearn for something more.
June 22, 2023
5 Ways an Outsourced Insurance Desk Can Boost Recruiting for RIAsRIAs can do everything themselves. Or, they can get help.
June 22, 2023
Federal Risk Tracker Spooks Life Industry AnalystPeter Troisi sees little awareness of the Financial Stability Oversight Council's new ambitions.
June 22, 2023
Brighthouse CEO Likes Life Insurers. The Economy? Not So Much.The CEOs of Global Atlantic and Principal say they are also being careful with their investment portfolios.