Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Sen. Warren Accuses Annuity Providers of Double Talk on DOL Fiduciary Rule
By Melanie WaddellWarren tells OMB that despite insurers' public "doomsday" predictions about the DOL fiduciary rule, investors are told that all is rosy.
February 01, 2016
Deferred Income Annuities Can Double Payouts Later in LifeUsing the no-refund variety of DIAs provides extra income but also has potential downsides.
January 31, 2016
Moral courage: The key to extinguishing deceptive seminars and designationsIf more advisors adhered to the high road, we could extinguish the industrys smoldering problems with seminars and designations in relatively short order.
January 13, 2016
MetLife's Planned Spinoff of Retail Unit Puts Pressure on AIGCalls from investors, including Carl Icahn, for AIG to split into three insurers to shed SIFI status are expected to intensify.
January 12, 2016
Children entitled to annuity proceeds, not widow, Louisiana court determinesThe U.S. District Court for the Eastern District of Louisiana has ruled that the children of the owner of an annuity who were listed as the annuitys beneficiaries were entitled to its proceeds, rejecting claims that the owners widow should receive them as a co-owner or co-purchaser.
January 11, 2016
SEC’s Top Exam Priorities for 2016SEC examiners will zero in this year on several new areas.
January 08, 2016
What Clients Need and What Advisors Aren’t Doing: Liz DavidsonThe Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
January 07, 2016
Does Your Advisory Firm Really Have an Answer for the Robo Threat?AssetMark's "purpose-based" module has a language and approach that are different enough to resonate with a different set of planners and clients.