Tag: annuities

The firms partnered on a retirement investment that includes a guaranteed income annuity.

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on...

The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.

Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public...

According to a LIMRA study, women who work with a financial professional are more than twice as likely to have...

Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a...

Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.

Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.   

Confidence among pre-retirees that they will receive enough income from all their accumulated retirement sources to cover basic living expenses...

Morningstar debuts personalized investment planning tool; eMoney Advisor has tax-planning solution incorporating SECURE 2.0 changes; Morgan Stanley Investment Management launches...

The law offers some minor changes, but some sections do result in increased availability and flexibility for annuities.

Retirement research highlights increased investment returns for workers in defined contribution plans through diversification, including alternative assets. 

Milestone Money starts retirement planning website; Transamerica launches life insurance policy with retirement income option; J.P. Morgan customers can now...

RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.

Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.

OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.

As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected. 

The RILA Act would require customized forms for RILA registration, intended to ease the process of marketing the annuity products. 

Allianz finds growing numbers of U.S. workers want guaranteed income options in their employer-sponsored retirement plan.

Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities.