by
David Macchia
It is now time to rally around the constrained investor-retiree who can't afford lots of risk.
by
Eric Rasmussen
Furman Alexander Ford of North Carolina used the funds for a cruise, a car, watches and firearms.
by FA Staff
The group argues that the new DOL rule merely repackages the one previously thrown out.
by FA News
Annuity sales were the third-highest in recorded history in 2021, according to SRI.
by
Jacqueline Sergeant
Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.
by
Eric Rasmussen
Registered index-linked annuities have become many companies' new flagship product.
by
David Macchia
The notion that advisors who fail to recommend annuities to clients run afoul of their fiduciary duty is a controversial one.
by FA Staff
The guaranteed income solution is TIAA's first offering for corporate 401(k) plans.
by
Anchalee Worrachate
Boomers and the like may have the most to lose from price pressures and rising rates.
by
Evan Simonoff
Wade Pfau and others says they'd be smart to lock in some stock market gains before retiring.
by
Eric Rasmussen
Finra said problem reps fell between the cracks in SagePoint's system.
by
Jennifer Lea Reed
So far $20M in assets has been diverted to Raymond James, TIAA says.
by
Raymond Fazzi
Americans could use 401(k) assets as "bridge" income to delay Social Security, Boston College researchers argue.
by
Jacqueline Sergeant
Advisors need to be aware of how their clients' Social Security benefits are impacted when their spouse dies.
by FA Staff
Adjusting withdrawals with the market's ups and downs can provide long-term benefits, the research firms says.
by
Jacqueline Sergeant
As the need for protected income increases, annuity sales have skyrocketed.
by
FA Staff
RIAs and broker-dealers helped drive fee-based VA growth, said the industry think tank.
by
Tracey Longo
A former DOL attorney says enforcement of new fiduciary and retirement plan advice rules could be very strict.
by Allison Schrager, Alexis Leondis and Erin Lowry
People are taking a break from their jobs all over the world.
by
Suzanne Woolley
The 4% withdrawal "rule of thumb" should now be 3.3% or lower, according to Morningstar.
