Facebook
Instagram
Linkedin
Twitter
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Toolbox
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Search
Linkedin
Twitter
Facebook
Instagram
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Toolbox
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Search
Money
Alternatives
College Planning
Economic/Market Outlook
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Work
Longevity
Caregiving
Health
Lifestyle
Real Estate
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Toolbox
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
MassMutual Strategic Distributors
MFS Investment Management
RBC Wealth Management
Search
Annuities
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.
Latest News
See all >>
Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Judge Halts Rule Capping Credit-Card Late Fees
A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.
Inflation, Economic Uncertainty Upending Retirement Dreams for Many
Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.
Perigon Wealth Management Appoints Head of Advisor Success and Integration
Maria Daley has more than 30 years of experience leading business development and relationship management teams.
SEC Wants RIAs to Verify Customer Identities
The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.
Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds
Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.
Families to Save $10 Billion Annually in Credit Card Late Fees
This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.