The latest annual survey from EBRI and Greenwald Research sheds light on anxieties around living costs, volatility, and the future of federal income support in retirement.
The SEC hailed the verdict against the investment advisor, who the agency said breached his fiduciary duty to retired and pre-retiree clients.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
New data show retirees reluctant to draw from savings, opting instead to spend predictable income streams like Social Security and pensions.
Study of mass affluent and high-net-worth individuals reveals concerns around retirement income, Social Security, and safeguarding wealth.
Market volatility, product complexity, and rampant misinformation all drive the case for advisors helping clients get much-needed lifetime income.
Latest figures confirm record sales in 2024, including four straight quarters exceeding $100 billion, with most of the wins going to the largest players.
Retirement industry research report shows ongoing dominance of Vanguard, with BlackRock coming out strong with its paycheck-for-life offering.
Total annuity sales reached $427 billion, with index and variable annuity product sales also accelerating for the year.
The veteran with almost 30 years of experience, mostly at JPMorgan Asset Management, will oversee a business managing nearly $320 billion in assets.
The insurance and retirement giant is promoting Mallee as another veteran leader, who's had nearly 20 years at the company, prepares to step down.
After leading the life insurance giant's brokerage business, the 25-year industry veteran will step up to oversee more than 2,800 financial advisors and fee-based planners.
The insurer claims its bots can be more empathetic than humans.
The RIA giant welcomes a veteran with more than 20 years' experience, including time supporting JPMorgan's First Republic integration, as Prudential Financial selects a leader from its own ranks.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Survey of renting couples finds joint policies on par with traditional milestones, including moving in together and their first "I love you," as a means to cement relationships.
Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.
The leading annuity and insurance top executive is stepping down after a distinguished 40-year career in the industry.
The extended collaboration, which includes insurtech provider Fiduciary Exchange, will give new annuity options for RIAs to address investors' evolving needs in retirement.
Cross-currents from inflation, the stock market, and demand for protected growth are converging into a mixed picture, says Limra.
