Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near Retirement
By Roger WohlnerLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 19, 2023
Market for These Annuities Looks 'Exceptionally Robust': EquitableRobin Raju, the chief financial officer, sees opportunities ahead for disciplined investors.
December 19, 2023
12 Top U.S. Cities for Retirement IncomeIn metropolitan areas with at least 200,000 households, retirement income increased 24% from 2017 to 2022.
December 18, 2023
10 Worst Financial Advisors in America: 2023While most advisors make clients' lives better, others stand accused of financial crimes — and worse.
December 18, 2023
7 New Jokes About the Retirement Planning RaceIf only the track weren't so hilly, and the runners knew it was there...
December 18, 2023
Complying With SEC Cyber Rules Remains 'Super Difficult'Rules now require public firms to report cyber issues within four business days of finding them "material" to shareholders.
December 15, 2023
12 Worst States for the New Stealth COVID-19 SurgeThe hospitalization rate is noticeably higher than that of the previous week and has quadrupled since June.
December 14, 2023
Osaic to Buy Lincoln's Wealth Unit for $700MThe deal could result in a firm with a total of about 11,950 financial professionals and some $608 billion in assets.