As the Year of the Tiger rolls in, Chinese equities could remain volatile but purr stronger.
Annuity sales were the third-highest in recorded history in 2021, according to SRI.
The firms are subsidiaries of NFP, an insurance broker and consultant in New York City.
Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.
The company is also preparing for the potential end of the Covid-19 public-health emergency.
Registered index-linked annuities have become many companies' new flagship product.
The Omicron surge has led to a drop in Columbia Threadneedle's "Return to Normal" index.
Almost 40% of employers polled agreed that a mandate could attract workers.
The notion that advisors who fail to recommend annuities to clients run afoul of their fiduciary duty is a controversial one.
Personal-finance advisor Paco de Leon on facing financial fears; why crypto investing is "schmuck insurance."
The research firm warns that advisors will have to change their mindset about serving this wealth.
The guaranteed income solution is TIAA's first offering for corporate 401(k) plans.
Pension funds and insurers may be poised to start actively buying U.S. Treasurys, strategists say.
Uncertainty created by Covid-19 variants continues to weigh on the jobs market.
Though Alzheimer's patients under age 65 can qualify for Medicare, they don't get access to just any treatment.
"We're not going to pay you not to work in the office,” the CEO told unvaccinated employees.
Full or partial funding of bypass trusts with spousal retirement assets may make sense today.
Office workers who don't get vaccinated by Jan. 14 will face termination, the firm said.
Some money managers don't see the Fed raising rates as high as some investors think.
A record 10 million people were diagnosed with Covid-19 in the seven days through Sunday.