Annuities

The Missing Puzzle Piece for Fearful Retirees

Even wealthy clients who don’t really “need” an annuity, at least on paper, may crave the peace of mind these vehicles bring. (By Howard Sharfman)

Annuity Sales Surge in Q3 2024

The results marked the 16th consecutive quarter of growth, LIMRA reported. Fixed annuities drove overall sales.

U.S. Annuity Sales Surge to Record Highs in 2024

Annuity sales continue to grow in the double digits, says LIMRA. Here's why.

Can Clients Really Afford a More Conservative Asset Mix?

Helping them understand what they should be measuring can lead to better retirement outcomes. (By Ilene Slatko)

Annuities: Criticisms and Rebuttals

For some clients, criticisms of annuities may have some validity. But that doesn’t mean annuities aren’t appropriate for anyone.

Investigating Income

A Rethinking65 writer asked six advisors to tell her how they used an annuity to help a client. Here's what they told her.

This is Not Your Father’s Annuity Industry

The once-sleepy class of financial instruments offered by insurance companies has become a hotbed of growth and change.

Wade Pfau on the Big Retirement Income Disconnect

He and other researchers in lifetime income think annuities are the right fit for many retirees running out of income. Why don’t more advisors agree?

Help Clients Identify Their ‘Lifestyle Annuity’ First

Different annuities can be suited to your client’s lifestyle, but asking the right questions is key to finding the right investment. (By Dave Buck)

Annuities Can Fill Retirement Income Gap

Annuities aren’t for everyone, but research shows advisors underestimate client interest in guaranteed lifetime income.

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SEC: Vanguard to Pay Over $100M for Misleading Statements

The company failed to disclose the risk some target date retirement fund investors faced when others transferred investments to an institutional fund.

Wells Fargo Advisors and Merrill Lynch to Pay $60M to Settle SEC Charges

The Securities and Exchange Commission charged the firms with compliance failures relating to cash sweep programs.

Which City was the Hottest for Rentals in 2024?

An annual RentCafe report looks at rental activity and interactions on the website. 

FMLA Leave Rights May Extend to Siblings, Appeals Court Rules

The case was brought by a worker who was fired when she was took off from work to care for her terminally ill sister.

Most Americans Expect the Economy to Improve in 2025

Inflation continues to pose a financial challenge for many, an Allianz Life study finds.

Looking to Serve Veterans? See Where They’re Working Today

The U.S. Census Bureau finds infantry and combat veterans end up with lower-paying jobs, while two kinds of specialists get paid the most. 

RIA Acquisition Opportunities Abound as More Advisors Head Toward Retirement   

The growth of the independent channel has complicated succession, and many advisors are unsure of the path forward.