Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending Rates
By Dinah Wisenberg BrinWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
June 12, 2026
PRO
Are More Life and Annuity Issuers Set to Merge?The Corebridge-Equitable deal has other CEOs thinking about additional M&As. Here's what a deal surge could mean for advisors and for the industry.
June 12, 2026
PRO
Some Annuity Issuers Want to Sell Riders. Really.Now that the tools are back in stock, advisors and agents need to ensure clients are using them properly.
June 11, 2026
PRO
Stifel's Rogue Broker Fiasco Highlights Risks of Structured Notes"It appears as though the inmates were running the asylum with respect to this product," a plaintiffs attorney says.
June 11, 2026
PRO
How to Explore Annuities' Private Credit HoldingsThe assets in life and annuity contracts "can materially influence both performance and risk," wealth advisor Ryan Patton says.
May 29, 2026
Will Life Insurance Policies Be the New Annuities?Todd Buchanan wants advisors to think about the families of clients who have investments but no death benefits.
May 13, 2026
PRO
How to Help Grown Children and Aging Parents With Tough TalksAdvisors "can move a conversation in 30 minutes that a family has avoided for 30 years," planner Jim Crider says.
May 08, 2026
Are Some Annuity Issuers' Prices Crazy?Apollo's CEO raised the question. Other issuers' executives are talking about it.