The regulator issued an investor bulletin about indexed annuities that instead described a different product — a buffer annuity.
Markopolos cited the effect of new standards for how companies account for long-term care policies.
American Equity, American Financial Group, Lincoln National and Principal say lower interest rates are leading to reduced annuity payouts and, in some cases, lower sales.
Harry Markopolos estimates GE needs to boost reserves by $18.5 billion for long-term care insurance portfolio
The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.
If the legislation passes, advisers would have more opportunities to offer lifetime income options to plan sponsors and participants.
Agency issued a private letter ruling to Nationwide indicating that pulling an advisory fee from the annuity doesn't create a taxable event.
Law taking effect Sept. 1 eliminates fee caps in place on some retirement products for teachers.
Regulation's language is similar to that of the Department of Labor's fiduciary rule.
Helping clients manage money through longer lifespans is an increasing concern.
Fintech wants to help satisfy a growing adviser demand to offer HSAs to clients.
While the measure was praised by people in the retirement-savings sector, its release spurred a renewed push for passage of the SECURE Act.
Senate vote on retirement-savings measure not likely this month, so supporters ready push for fall.
Professional employer organizations give independent advisory firms a way to gain quality coverage.
Clients are living longer, and advisers will need to help them avoid outliving their money
Breaking up the numbers can replace the panic with planning.
Advisers who pull their fee from nonqualified annuities could cause a taxable event for their clients.
The new tool will generate a basic income plan that combines guaranteed fixed annuities and traditional asset management models.
Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs.
LPL broker Lance Browning alleges the insurer acted unlawfully last year when it terminated certain trail commissions.
