Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
September 14, 2023
LUMINARIES 2023 Finalists: Thought Leadership & Education — IndividualsThese industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.
September 12, 2023
TIAA Thought Leader Goes Solo to Help Advisors Use AnnuitiesFormer TIAA managing director Tamiko Toland says the time is right to double down on the annuity question.
September 12, 2023
10 States Where Annuity Sales Rules Still Look DifferentAny lingering conflicts between the states could help the SEC expand its reach.
September 12, 2023
Asset Protection Tops Portfolio Growth in New Advisor SurveyAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — IndividualsThese VIPs have helped create unique products, services and processes that meet advisors' and investors' latest needs.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Firms, Group 2These firms have created unique products, services and processes that meet advisors' and investors' latest needs.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Firms, Group 1These firms have created unique products, services and processes that meet advisors' and investors' latest needs.
September 12, 2023
12 Worst States for COVID-19 ICU TrendsIn five states, counts increased by more than 50% in just one week.
September 08, 2023
8 Ways Financial Planning Is Evolving for Advisors and ClientsThe collective impact of these trends will help remake the advisor industry in the coming decade.
September 08, 2023
T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?Treasury bill returns are predictable with little risk, but longer-term bond returns are unpredictable and volatile.