Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
5 Things to Know About Selling Annuities Under the DOL Fiduciary Rule
By Marcia S. Wagner, J.D.From rules on proprietary products to how to determine whether an annuity is in a client's best interest, here are five things advisors should know.
May 23, 2016
Top 10 annuity sales leadersThe top 10 annuity sales leaders rankings fluctuated significantly compared with Q1 2015, mirroring the market's preference for fixed products.
May 23, 2016
Top 10 annuity sales leadersThe top 10 annuity sales leaders rankings fluctuated significantly compared with Q1 2015, mirroring the market's preference for fixed products.
May 23, 2016
How to Sell Fixed Indexed Annuities Under DOL Fiduciary RuleSales even recommendations of fixed indexed annuity products makes an advisor subject to the new fiduciary rule.
May 18, 2016
DC Plans Seek to Boost Results by Thinking Like PensionsDC plan sponsors are adopting best practices of defined benefit plans as a way to increase the efficiency of their plans, according to BNY Mellon.
May 16, 2016
How to gauge the income tax consequences of an annuity transactionEach of these 15 common annuity transactions has a different income tax implication.
May 16, 2016
How to gauge the income tax consequences of an annuity transactionEach of these 15 common annuity transactions has a different income tax implication.
May 11, 2016
Recruiting Roundup: RBC Wealth Opens New Georgia BranchThe location is led by a producing manager formerly with Morgan Stanley; meanwhile Focus Financial adds group in Australia.