Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Advisors Selling Annuities, Beware: CFP Standards and NAIC Annuity Sales Rules Differ
By John ManganaroWhen CFP Board rules are stricter than NAIC rules, CFPs must follow the higher standard of care.
November 13, 2023
3 Reasons Why Financial Advising Can Be Veterans' Service MissionThe field offers numerous opportunities to make a meaningful impact on individuals, families and communities.
November 10, 2023
Columbia Threadneedle Cuts 14 Portfolio ManagersAmid layoffs, most PMs and analysts from three U.S.-based equity teams will leave at year's end.
November 10, 2023
The 2 Biggest Fights Brewing Over DOL's New Fiduciary RuleThe rollover changes are controversial, but the "single-biggest fight" will come from insurance agents, a lawyer predicts.
November 09, 2023
12 Ways Long-Term Care Risk Eats Your AUMLong-term care risk is like a demon that exists just to hurt you, and your clients.
November 08, 2023
CD Issuers Will Keep Struggling to Match Annuity Rates: David LauDPL Financial Partners' CEO predicts that the nature of banks' assets will limit their ability to increase rates.
November 06, 2023
The 10 Healthiest U.S. Metro Areas: 2023In these places, more than one in five people reported being in excellent health.