Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
4 Steps for Advisors to Evaluate Dynamic Indexes
By Tom HainesAs the universe of these indexes expands, many advisors rely on back-tested performance data. But there's a better way.
September 30, 2020
Best Interest Standards, Change and Deferred AnnuitiesThe author wants advisors to work with him to develop an advisor-driven contract valuation method.
September 29, 2020
AmeriLife Acquires a Majority Stake in TAG: Annuity DealsIntegrity Marketing, Majesco and iPipeline also have deal news.
September 23, 2020
FINRA Bars Ex-Prudential Broker Who Forged Clients' SignaturesThe ex-rep also created email accounts for two clients and submitted annuity applications without their knowledge, according to FINRA.
September 21, 2020
401(k) Savers Want Advice on How Much They Need for Retirement: SchwabWorkers expect 44% of retirement income to come from 401(k)s, a Schwab survey found.
September 18, 2020
Annuities Are Becoming More RIA-FriendlyAnnuity fee structures are changing, and so are macro trends for advisors and clients, Morningstar panelists say.
September 17, 2020
Annuitization Options Are Not, Actually, New: TIAA ExecTim Walsh says in-plan annuitization options will be formidable competitors for retail individual annuities.
September 15, 2020
5 New Things a Top Analyst Is Seeing in the Annuity Market NowRyan Krueger looked through the haze and found, for example, a $107 billion deal embryo.