Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuity Group to Appeal DOL Rule Court Decision
By Melanie Waddell, C. Ryan BarberNAFA will seek an expedited review of Judge Moss decision in the D.C. Circuit Court of Appeals.
October 27, 2016
The Next 10 Years Will Be Ugly for Your 401(k)We expect about a 5% return on our investments; a Research Affiliates report tells us we should start getting used to disappointment.
October 26, 2016
Morgan Stanley Keeps Commission Retirement Accounts, Despite DOL RuleThe news comes one week after CEO James Gorman discussed the importance of giving clients choice.
October 19, 2016
6 Companies With the Best Retirement PlansThese companies offer their employees a chance at a good retirement, in ways that range from pension plans to generous matching 401(k) contributions.
October 18, 2016
Tiny Social Security COLA to Pinch Seniors as Medicare Costs SurgePayments could rise just $5 a month in 17 versus the $150 seniors have lost with low inflation, says one group.
October 07, 2016
FINRA’s Top 5 Fine Categories in Potentially Record-Setting YearFINRAs 2016 fines are on pace to shatter the record-setting 2014 fine levels, driven by a sharp increase in supersized fines.
October 05, 2016
Recruiting Roundup: LPL Affiliated Reps Jump to Focus Financial, Form $600M RIAMeanwhile, the Harvest Group breaks away from UBS with about $300 million in assets; more
October 05, 2016
Annuities in 401(k) Plans Could Benefit From GAO ReportA Government Accountability Office recommendation may allay plan sponsors fears of liability if they offer annuities in 401(k)s.