| 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% |
A trustee says it has no record of the investor now suing it for $50 million
Legislation seeks to loosen access to private markets to include professional advice from RIAs and broker-dealers, not just income or net worth.
"I just feel like I can get a lot further [by] opening a 529 account," said one respondent to the BabyCenter survey on Trump accounts.
New ICI research shows these retirement savers pay expense ratios nearly matching industrywide averages, extending years of fee declines
UBS data show American net worth is shifting from property to cash and funds faster than in seven other wealthy nations.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
