Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
10 Annuity Tax Facts Advisors Should Know
By John ManganaroYour clients are bound to have tax questions as annuity sales boom.
August 22, 2023
Where a New DOL Fiduciary Rule Stands NowThe rule appears to be on track to hit OMB any day now, some observers say.
August 21, 2023
Schwab to Lay Off Staff, Close Offices to Save $500M a YearThe news comes less than two weeks before its final integration efforts with TD Ameritrade are set to take place.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 21, 2023
MOVEit Hack Hit These Life, Annuity and Retirement FirmsThese data breaches affected at least 26 million people, and the list is growing.
August 21, 2023
10 Success Secrets of Top AdvisorsA new LPL study says the top 10% of advisors use these business-building strategies to be successful.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 21, 2023
Technology Can Help Your Clients Start Planning for RetirementOne thing the new tools can do is illustrate strategies for coping with volatility.