Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Morningstar Launches Analytics Lab: Tech Roundup
By Jeff BermanAlso, RIA in a Box is teaming with InvestorCOM to help advisors meet rollover requirements.
May 24, 2022
Pension Risk Transfer Pricing for the Smaller PlanDefined-benefit plan obligations can be a concern for Main Street employers, too.
May 24, 2022
House Panel to Hold Hearing on Remote Notarization BillH.R. 3962 could help advisors, and their distant competitors, complete paper-free transactions.
May 23, 2022
Insurance Advisors Market Advisors to CongressPriorities include sales standards, Secure 2.0 and access to independent contractor status.
May 23, 2022
New York State Dings Nationwide Over Immediate Annuity SalesEmpire State regulators say shifting assets from a deferred contract to an immediate contract is still an exchange.
May 19, 2022
5 Top Insurance Money ManagersFirms like BlackRock, Goldman Sachs and J.P. Morgan are managing hundreds of billions of dollars of insurers' assets.
May 18, 2022
Retirement Pros Take On Inflation, 4% Rule at MorningstarChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
May 17, 2022
5 Ways the Individual Retirement Planning Market Is Changing: Equitable ExecOne thing Steve Scanlon sees is a longer list of tools, designed to meet specific client needs.