Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Mortality Is Still Running High, Globe Life Tells Wall Street
By Allison BellAt Ameriprise, variable annuity sales were up 18%.
October 24, 2023
This Tool to Keep Clients From Going Broke in Old Age Looks More Attractive Than Ever, Advisor SaysHigh interest rates make makes QLACs look more attractive than they have in decades, advisor Joe Opiela says.
October 23, 2023
Clients Are Asking AIs for Investment Ideas: Nationwide Tech ChiefEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.
October 23, 2023
Do You Have a Life Settlement Case?Here are three things to consider when sizing up a possible policy sale.
October 20, 2023
What's Hot in Fixed Income for Advisors?There have been significant shifts in advisor interest since 2020, especially with respect to U.S. Treasurys.
October 19, 2023
Cannex: Income Annuity Shoppers Are Asking for Lower PremiumsThe average annual income "solve" increased 2.9%.
October 18, 2023
Ask the Retirement Expert: Michael Finke on Rethinking the 4% RuleClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
October 18, 2023
7 Ways RIAs Say Annuities Have Boosted Their BusinessAnnuity purchases are linked to positive client behavior and increased referrals, David Lau and David Blanchett say.