Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
What’s Next for Variable Annuities After DOL Fiduciary Rule?
By William H. Byrnes, Robert BloinkVAs will have to evolve once the DOL fiduciary rule is finalized. Fee-based VAs or rider-free annuities may fit the bill, Byrnes and Bloink write.
February 29, 2016
Group annuity risk transfer sales top $14 billion in 2015In the fourth quarter of 2015, group annuity risk transfer sales totaled $5.8 billion, nearly 19 percent lower than in 2014.
February 23, 2016
The Annuity 99% of Clients Should Avoid (and One That’s Better): Jane Bryant QuinnThe longtime personal finance commentator tells ThinkAdvisor about the type of annuity she has a new respect for and one that should give clients pause.
February 22, 2016
6 Ways to Prevent Going Broke in a Long RetirementPrepare for at least 20 to 30 years of retirement with rising health care costs and likely shrinking Social Security benefits, Wells Fargo says.
February 22, 2016
Top Portfolio Products: New Options From RetireUp and Guardian InsuranceA new database from Stanford Law School and Sullivan & Cromwell could help advisors stay compliant with the Foreign Corrupt Practices Act.
February 12, 2016
The truth about declining annuity payoutsBad news has emerged on the annuity front and agents should inform their clients and prospective clients accordingly and help them cope.
February 12, 2016
The truth about declining annuity payoutsBad news has emerged on the annuity front and agents should inform their clients and prospective clients accordingly and help them cope.
February 11, 2016
Morgan Stanley Rolls Out More Exec ChangesThe new co-heads of wealth management announce new appointments and related organizational changes.