Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Workers Over 40 Aren't Saving Enough for Retirement: IRI
By Michael S. FischerThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
August 24, 2021
FINRA Fines Ex-Raymond James Rep Who Impersonated ClientThe rep, now with Ameriprise, allegedly pretended to be his client on a phone call with an annuity company, FINRA says.
August 23, 2021
Study Finds 'Guaranteed Income for Life' More Popular Than AnnuitiesA Morningstar researcher asked the same questions about a hypothetical product with different names and got different answers.
August 20, 2021
SEC Charges San Antonio Advisor in $58M Investment ScamThe advisor used investor funds to pay for personal expenses including two weddings and a divorce, the SEC says.
August 18, 2021
Allianz Annuity Added to Morningstar Retirement ManagerIt will be the first Allianz Life product to be added since the firm's entry into the defined contribution market.
August 10, 2021
Jefferson National to Pay $150K Penalty Over Annuity SalesThe life insurer also will repay $14,000 to an 86-year-old consumer who purchased an annuity she didn't understand.
August 06, 2021
Pru and Unum Assume COVID-19 Deaths Will LingerTheir earnings forecasts are based on grim mortality projections.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.