by
Ben Mattlin
Annuities can play a role in different ways during periods of volatility.
by
Tracey Longo
The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.
by FA Staff
The acquisition of SIMON is designed to boost the process of handling structured products, iCapital said.
by
Jeff Stimpson
Private placement variable annuities are suitable deferral solutions for wealthy clients, advisors say.
by FA Staff
The brainchild of insurance executive Robert DeChellis, Bonsai enables advisors to holistically manage a client's wealth.
by
Karen DeMasters
A client's attitude toward assets will determine the best retirement income plan, the retirement specialist said.
by
Raymond Fazzi
A new survey also found that there's a growing hunger for retirement income among millennials.
by
Eric Rasmussen
Furman Alexander Ford of North Carolina used the funds for a cruise, a car, watches and firearms.
by
Steve Gresham
In 2022, opportunities abound for advisors who pivot from making gains to protecting gains.
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
Jacqueline Sergeant
Advisors need to be aware of how their clients' Social Security benefits are impacted when their spouse dies.
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
Suzanne Woolley
The 4% withdrawal "rule of thumb" should now be 3.3% or lower, according to Morningstar.
