Regulator says Avinesh Shankar used electronic signature software to submit 115 annuity applications tied to 64 customers.
Ruling vacates Labor Department’s 2024 fiduciary package and related exemptions, keeping existing Reg BI and state best-interest standards in place.
After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
Survey highlights issues despite satisfaction levels well above those for wealth management’s independent advisors.
FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.
LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.
Report highlights stable ratings, strong capital buffers and steady annuity growth into 2026.
A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on standard planning conversations.
The two-way agreement, which has TPG overseeing an initially $12 billion mandate, makes Jackson the latest insurance player to tap external expertise in asset-based lending.
LIMRA projects full-year 2025 annuity sales projected to top $450 billion, with independent broker-dealers driving more than half of third-quarter sales in registered annuity products.
Marking its first new target-date addition in two decades, Vanguard’s new CITs offer 401(k) participants another option in the growing market of in-plan annuities.
Surveys show annuity owners feel more secure about retirement timing as interest rises among non-owners
Deal strengthens ties between the insurers and supports long-term growth strategy.
The deal positions Brighthouse for continued growth as it maintains leadership in variable annuities, as well as a potential competitive edge in 401(k) plans.
Head of wealth management, Vaughn Bowman, speaks with InvestmentNews.
Preliminary data from LIMRA show double-digit growth for registered annuity products amid another record $100 billion-plus quarter.
New study highlights a 6-point drop in customer contentment.
Majority of mass affluent Americans feel ready for retirement, but few have factored in inflation, healthcare costs, or sought professional advice.
Annuity sales are at record highs, nearly doubling since 2020. Private equity, shifting advisor fee models and an evolving regulatory landscape, are reshaping how insurers and distributors keep pace.
Cockroach advisors like the warm weather, according to a new study from the Journal of Financial Economics.
