Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Pru Helps Franklin Templeton Offer New Type of Nest Egg Spigot
By Allison BellClients can use a contingent deferred annuity to pull insured income from an existing portfolio.
February 26, 2026
Regulators Want Indexed Annuity Sellers to Get RealSome show annual returns climbing over 10% for several years. A working group hates that.
February 26, 2026
Kuvare Wants the World to Know That Blue Owl Is Not Its ParentThe annuity issuer says the private investment firm that's under scrutiny is simply one of its asset managers.
February 24, 2026
Annuity Issuer Backs Away From Multi-Year Guaranteed Annuity FrayF&G Annuities & Life executives think returns on indexed annuities look better.
February 23, 2026
7 Reasons an Annuity Issuer Could Freeze Like a RockAdvisors who like clear income spigots can get ideas about liquidity from a new report.
February 23, 2026
Massachusetts Advisor, Firm to Pay $150,000 in Annuity Switching CaseJeffrey Cutter and his firm failed to disclose significant upfront commissions and other conflicts of interest, a jury found.
February 20, 2026
Transamerica, Advisory Firm Face Suit Over $25M Term Life Policy ConversionA beneficiary said he has had trouble collecting all of the benefits that should be coming from the converted policy.
February 20, 2026
Lawsuit Accuses Stifel of Mismanaging Its Employees' 401(k)The suit contends Stifel kept two poorly performing funds in the plan for over a decade.