Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Top Portfolio Products: Pershing Adds 3 Robo-Advisors to Its Platform
By Marlene Y. SatterThis week's new products and services include three robo-advisors added on one platform and six new options in an investment-only variable annuity.
April 25, 2016
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic ValuesThe latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
April 22, 2016
What Do You Think About DOL Fiduciary Rule? Take a 10-Question PollHow do you feel about the fiduciary rule? 1) Its a new era of unicorns and rainbows; 2) My anger burns like a thousand suns.
April 14, 2016
Indexed Annuities Run Afoul of DOL Fiduciary RuleOne change in the final DOL rule: Like variable annuities, fixed indexed annuities will need a BICE.
April 13, 2016
Betterment Names Former Schwab Exec Clendening to BoardJohn Clendening, now CEO of Blucora, joins robo-advisors board weeks after Betterment gets $100 million in new VC financing.
April 11, 2016
Fixed Annuities and Rising Interest Rates: Can They Mix?Several insurance carriers have introduced annuities designed to take advantage of rising interest rates.
April 06, 2016
How DOL Fiduciary Rule Will Affect Rollover IRAs, Annuities and Other ProductsThe final fiduciary rule doesn't go as far as many critics had feared, but it will affect financial advisors and the products they offer.
March 29, 2016
12 little-known annuity tax factsTest your knowledge: How much do you know about how these complex products are taxed?