| Issuer | Net assets ($M) | % change vs. 2013 | Market share | % change vs. 2013 |
|---|---|---|---|---|
| TIAA-CREF* | $442,257.7 | 5.0% | 23.2% | -1.7% |
| MetLife | $178,104.6 | 2.5% | 9.4% | -3.1% |
| Prudential Financial | $152,286.1 | 6.1% | 8.0% | 0.0% |
| Jackson National | $129,662.6 | 22.4% | 6.8% | 15.3% |
| Lincoln Financial Group | $116,398.6 | 10.7% | 6.1% | 3.4% |
| AXA Equitable | $105,248.1 | 3.7% | 5.5% | -3.5% |
| SunAmerica/VALIC | $99,234.1 | 12.2% | 5.2% | 4.0% |
| Ameriprise Financial | $74,660.3 | 4.3% | 3.9% | -2.5% |
| ING Group | $69,366.2 | 0.3% | 3.6% | -7.7% |
| AEGON/Transamerica | $64,231.2 | 16.1% | 3.4% | 9.7% |
| Nationwide | $58,621.8 | 9.7% | 3.1% | 3.3% |
| Pacific Life | $55,730.3 | 2.6% | 2.9% | -3.3% |
| Hartford | $54,257.1 | -11.7% | 2.8% | -17.6% |
| John Hancock | $48,714.6 | -5.8% | 2.6% | -10.3% |
| Allianz Life | $33,041.2 | 4.1% | 1.7% | -5.6% |
| Thrivent Financial | $25,988.9 | 15.9% | 1.4% | 16.7% |
| Fidelity Investments Life | $25,975.1 | 11.8% | 1.4% | 7.7% |
| New York Life | $25,811.8 | 12.3% | 1.4% | 7.7% |
| Ohio National | $19,736.3 | 23.9% | 1.0% | 11.1% |
| Northwestern Mutual | $16,819.9 | 10.2% | 0.9% | 12.5% |
| Massachusetts Mutual | $14,282.1 | 6.0% | 0.8% | 0.0% |
| Protective | $12,427.3 | 7.1% | 0.6% | 0.0% |
| Mutual of America | $12,366.0 | 13.9% | 0.6% | 0.0% |
| Guardian | $9,848.2 | 8.3% | 0.5% | 0.0% |
| Genworth Financial | $9,794.6 | -5.5% | 0.5% | -16.7% |
| Issuer | New sales ($M) | % change vs. 2013 | Market share | % change vs. 2013 |
|---|---|---|---|---|
| Jackson National | 5,683.4 | 9.5% | 16.4% | 10.1% |
| SunAmerica/Valic | 3,458.6 | 1.5% | 10.0% | 2.0% |
| Lincoln Financial Group | 3,349.8 | -5.7% | 9.6% | -5.9% |
| TIAA-CREF* | 3,022.9 | -6.6% | 8.7% | -6.5% |
| AEGON/Transamerica | 2,952.7 | 25.9% | 8.3% | 25.8% |
| Prudential Financial | 2,558.4 | 7.3% | 7.4% | 7.2% |
| Axa Equitable | 2,297.1 | -4.0% | 6.5% | -4.4% |
| Nationwide | 1,644.1 | 8.8% | 4.5% | 9.8% |
| MetLife | 1,574.0 | -41.6% | 4.4% | -42.1% |
| Pacific Life | 1,155.0 | 10.5% | 3.3% | 10.0% |
| Ameriprise Financial | 1,210.2 | -6.6% | 3.0% | -18.9% |
| New York Life | 913.2 | 19.1% | 2.6% | 18.2% |
| Thrivent Financial | 873.0 | 8.1% | 2.4% | 4.3% |
| Allianz Life | 568.3 | -24.4% | 1.6% | -27.3% |
| Ohio National | 564.0 | -0.1% | 1.6% | 0.0% |
| Fidelity Investments Life | 541.9 | 44.8% | 1.6% | 45.5% |
| Forethought | 438.5 | 111.6% | 1.3% | 116.7% |
| Northwestern Mutual | 423.1 | 9.9% | 1.2% | 9.1% |
| ING Group | 333.8 | -11.8% | 1.0% | -9.1% |
| Protective | 284.5 | -20.5% | 0.8% | -20.0% |
| Massachusetts Mutual | 236.5 | 15.8% | 0.7% | 16.7% |
| Jefferson National | 216.5 | 16.9% | 0.6% | 20.0% |
| Guardian | 189.2 | 4.6% | 0.5% | 0.0% |
| Minnesota Life | 155.9 | -35.6% | 0.4% | -42.9% |
| Mutual of America | 127.7 | -27.6% | 0.3% | -25.0% |
| Company | Market share | Sales % change vs. 2013 |
|---|---|---|
| Allianz Life of North America | 27.71% | 161.6% |
| Security Benefit Life Insurance Co. | 9.43% | -1.2% |
| American Equity Cos. | 8.56% | 0.4% |
| Great American Insurance Group | 6.43% | 13.9% |
| Athene USA | 5.23% | -11.7% |
| Midland National Life | 3.82% | 4.7% |
| EquiTrust | 3.49% | -18.6% |
| Symetra Financial | 3.40% | 34.1% |
| Voya Financial | 3.39% | 39.7% |
| Fidelity & Guaranty Life | 3.29% | 55.1% |
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
