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 Advisors Don’t Know About Variable Annuities: Market Conditions and VAs
By Mike HenkelIn part four of our series, we look at how market conditions affect variable annuities. VAs may appear, on paper, to be a win-win, but the reality is more nuanced.
April 17, 2013
BNY Mellon Profits Drop, but Pershing Clearing Helps Offset LossesPershing's clearing services revenue helped offset the Bank of New York Mellon's Q1 losses stemming from a foreign tax credit fight.
April 17, 2013
IRA Cap Gives Rise to New Funding StrategiesAs with the Whac-A-Mole carnival game, new regulation means new opportunity.
April 16, 2013
What Advisors Don’t Know About Variable Annuities: GLIBsIn the third post of our series on variable annuities, we look at the choices policyholders need to make regarding the guaranteed lifetime income benefit.
April 12, 2013
JPMorgan, Wells Fargo See Double-Digit Q1 Profits but Shares Fall on Low RevenueJPM and WFC both offset lower profit margins on loans by setting aside less money to cover bad mortgage loans.
April 11, 2013
94% of Pension Plans Underfunded: WilshireA low-interest-rate environment is wreaking havoc with corporate defined benefit plans.
April 10, 2013
A trip to nowhereIts time for the annuity industry to stop the sales incentive madness.
April 08, 2013
What Advisors Don’t Know About Variable Annuities: How GLWBs WorkFees are based on the portfolios high-water mark, and the VA holder is actually making payments to himself from his own money until all those funds are exhausted.