Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Annuity Owner Offers NAIC a Revised Annuity Buyer's Guide
By Allison BellHe likens the current draft to "a quick-start guide for a chainsaw that omits all safety and protective gear warnings."
August 14, 2026
State Regulators OK Annuity Disclosure Model Overhaul ProjectThe project could change what annuity sellers and advisors hand to clients.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 11, 2026
LPL Asks Court to Dismiss Suit Over an Annuity From a Troubled IssuerThe independent broker-dealer says that it had a brokerage relationship with the purchaser, not an advisory relationship.
August 11, 2026
PRO
Meet the Middle MarketNational Life Group CEO Mehran Assadi looks at the art of building a big business, one small account at a time.
August 10, 2026
7 Times an Annuity Is Right for Your ClientAn annuity is often the wrong choice, but sometimes it's a great choice.
August 07, 2026
Regulators Consider Tougher Annuity Reinsurance RulesThe change could have the most effect on the issuers that offer the best rates.
August 06, 2026
Are Those Annuity Issuers OK?Executives talk about life in the multi-year guaranteed annuity contract sardine can.