Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Mercer Bullard: Think DOL’s Fiduciary Rule Is Too Strict? Blame SEC
By Jane Wollman RusoffThe investor watchdog talks to ThinkAdvisor about why SEC Chair White has failed investors and why Social Security shouldn't be confused with annuities.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 05, 2016
What the Future of Social Security Looks Like: Bill ReichensteinReichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
December 02, 2016
Indexed annuity sales on track to reach $60 billionMulti-year guaranteed annuity sales performed well during the quarter, driven by banks offering them as an alternative to low-yield products.
December 01, 2016
Star LPL Rep Charged With Annuities Fraud; Targeted ElderlyA client in her 80s with dementia and limited funds was sold an annuity with a seven-year surrender policy, Massachusetts regulators say.
December 01, 2016
Citizens Financial to Start Robo-Advisory Platform With SigFigThe Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.
November 29, 2016
9 Retirement Moves Other Countries Get RightWhile the U.S. faces a retirement crisis in coming years, some countries are not. Here are 9 things they're doing differently.
November 29, 2016
FINRA Fines VALIC $1.75M Over Comp Policies, VA SalesFor three years, reps had incentives to move assets into proprietary products and were not adequately supervised, the regulator says.