Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Best & Worst BDs for Advisors: J.D. Power — 2017
By Janet LevauxSatisfaction among employee and independent advisors is down, and that means lots of reps could be on the move, the research finds.
June 26, 2017
Stop Fooling Yourself About 8% Easy ReturnsToo many retirement savers are counting on gains over 9%.
June 21, 2017
Merrill Lynch Nabs Longtime Morgan Stanley Exec Carl SwansonSwanson switches wirehouses to lead platform experience at Merrill after more than 24 years with Morgan Stanley Smith Barney.
June 21, 2017
The Build-a-Pension TrendLongevity risk is such a concern that the IRS has eased rules to make it easier for clients to protect against the risk.
June 21, 2017
Should You Jump on the Buffer Annuity Bandwagon?This product offers an appealing cross of annuity products that clients clearly want, but advisors should look before they leap.
June 20, 2017
5 Ways Washington Is Choking Your Annuity BusinessYour clients are getting older, fast, and the focus is on federal subregulatory guidance.
June 19, 2017
3 Big Trends Driving Retirement Planning in the 'New Normal'Advisors successful clients learned investing from the perfect storm of the late 20th century, but those lessons are outdated, Philip Romero says.
June 18, 2017
Schwab, LPL Mid-Year Outlooks: Beware, Goldilocks AheadA review of mid-year outlooks from several major financial firms reveals caution about expectations and risks but no recession or market crash.