Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
2026 Customer Mood Outlook: Uncertain
By Allison BellAmerican National's CEO sees strong investor demand for all-weather products.
December 26, 2025
2026 Conversation Starter: Contingent Deferred AnnuitiesClients could use CDAs to cover assets that are still in their own advisors' care.
December 23, 2025
NAIC Adopts Annuity Sales Rule Guidance UpdateThe move is part of the effort to move to a best-interest standard, from a suitability standard.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 22, 2025
JPMorgan Joins AQR, Two Sigma in Launching 'Tax-Aware' StrategyThe private fund, aimed at wealthy investors, takes bullish positions in a basket of stocks while also betting against certain companies.
December 22, 2025
State Street Private Credit ETF Stalls in Year of Industry SnagsMultiple issues have fueled concerns that illiquid, hard-to-sell assets aren’t suitable for the everyday investors.
December 22, 2025
Invesco Approves Move to Convert QQQ Into a Standard ETFSubject to board approval, Invesco will now lower QQQ’s expense ratio by two basis points to 0.18%.
December 19, 2025
5 Insurers That Made the Most Indexed Universal Life Sales in Q3Overall sales of the product that launched a thousand heated LinkedIn debates rose 2.6%, year over year.