Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Regulators Start Talks About Life and Annuity Wholesaler-Pay Disclosure Rules
By Allison BellThe existing framework already covers this information, an Insured Retirement Institute executive told state regulators.
June 12, 2026
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
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.
June 10, 2026
Annuity Issuers' World Still Looks Great to Top GraderCarmi Margalit, an S&P ratings executive, said the companies are operating in one of the most stable sectors.
June 10, 2026
Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income ProgramThe new program will use a different legal framework than Fidelity's existing in-plan annuitization options.
June 09, 2026
Introducing ThinkAdvisor PRO: A New Resource for Advisors Whose Clients Expect MoreThis exclusive digital experience gives influential advisors critical tools, insights and resources to meet clients' increasingly complex demands.
June 09, 2026
Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
June 08, 2026
LPL Faces Suit Over Clients' PHL Life and Annuity HoldingsThe plaintiffs say LPL advisors "intentionally left them in the dark" about the issuer's finances.