Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DOL Files to Consolidate 3 Fiduciary Suits in Texas; House Sets Veto-Override Vote
By Melanie WaddellThe plaintiffs agree to consolidation but want the court to "proceed quickly" as the first deadline approaches in less than a year.
June 17, 2016
Q1 Annuity Sales Up 7.6% From Year Ago, but Will DOL Kill Growth?While annuity sales remain strong, according to an IRI report, annuity groups are fighting to minimize the DOL fiduicary rule's impact on the industry.
June 14, 2016
Global Investors Sitting on 'Mountain of Cash': BofA Merrill SurveyWith cash holdings the highest since 2001, fund managers consider the June 23 Brexit vote the biggest tail risk.
June 13, 2016
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative PlanningRobbins and Creative Plannings CIO Peter Mallouk define Robbins role as Chief of Investor Psychology; what it means for clients and advisors.
June 09, 2016
Ric Edelman: DOL Rule Will Kill Off Half of All Advisors, Gouge WirehousesOne of the scariest aspects for the financial services industry, Edelman says, is that the new fiduciary rule will allow lawsuits.
June 09, 2016
DOL Fiduciary Rule Faces Another Suit by Annuity IndustryDOL fiduciary rule unfairly targets certain types of fixed annuity products, says IALCs Jim Poolman.
June 02, 2016
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for AdvisorsThe growth of DAFs like Fidelitys is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
May 27, 2016
9 Factors That Affect LongevityLongevity is increasing, but these nine factors play a role in how long people actually live.