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.

Annuities Continue March Upward

Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.

U.S. Annuity Market Soars to New Heights in 2023

Fixed-rate deferred annuities had their best quarter ever, while traditional variable annuities had the lowest sales ever recorded.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.

A Robust Year for Fixed-Rate Annuities

The year 2023 is expected to finish as a record one for many categories of annuities.

Uncertainty and the Cost of Waiting

Uncertainty may continue leading to a wait-and-see investment strategy.

Advisors Say Americans Worried About Retirement Finances

A whopping 97% of those surveyed say clients have voiced anxieties about how inflation might reduce their retirement savings.

What Financial Advisors Should Know: Fixed Annuities and Consumer Literacy

This study shows that consumers are looking for a way to address outliving their retirement assets. Here is what they wish advisors would tell them.

Annuities Boast Record Sales in First Half

But sales of some kinds of annuity products are doing a lot better than others.

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California Bans ‘Resort Fee’ and Other Hidden Charges

But other legislation would let restaurants charge a mandatory gratuity or other surcharge as long as it is displayed clearly on the menu.

Losing a Spouse Hits Most Women Hard Financially: Thrivent

Many widowed women had no financial conversations or plans in place before their spouse died, Thrivent's new survey finds.

Schwab Survey Finds Increased Opportunities for Advisors

Americans are most likely to seek financial guidance from an advisor, and three-quarters avoid social media influencers, the survey reveals.

The Sky’s the Limit for CEO Pay

Companies now must disclose how much CEO stock holdings increase when the market rises.

Advisors Boost Allocation to Private Markets as Client Interest Grows

Over half the investment advisors surveyed by Hamilton Lane plan to allocate 10%+ of clients’ portfolios to private markets this year.

Virginia Leads in Personal income, West Virginia is Last: WalletHub

A new WalletHub report lets you see how your state ranks in personal income for the top 5%, bottom 20%, and total population.

FPA: Financial Planners Still Prefer ETFs in Client Portfolios

The FPA and Journal of Financial Planning's annual trends survey also finds advisors are bullish on the economy, but only in the short term.