Displaying 62 results
Most workers, retirees have retirement income confidence
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
US annuities set rapid pace in first quarter
Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.
BlackRock unveils its answer to the looming retirement crisis
The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.
Nationwide’s Eric Henderson set to step down
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
RIAs’ outlook on economy lukewarm, survey shows
Inaugural study finds more than two-thirds expect at least mild growth in the stock market, while nine-tenths brace for continued volatility.
Annuities make target dates more complicated
BlackRock CEO Larry Fink and others see a big future for target-date funds with annuities, but teaching people how to use them is a challenge.
Luma forges annuity management alliance with Pershing
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Fintech iPipeline unveils annuity order tracker
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
Fintech Flourish expands fee-based annuity shelf
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
Annuity sales leaderboard changes as more sales go indie
Fixed annuity sales broke records, pushing Athene Annuity & Life to top-seller status.
Indiana adopts NAIC best-interest model for annuity sales
Industry groups hail state’s new rule as a win for annuity consumer protection.
California governor backs best-interest bill for annuity sales
Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Showing how good or bad luck shapes retirement lifestyles
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
US annuity sales hit a fresh record in 2023: Limra
Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.
MetLife floats a VA buyout offer
The firm would shift variable annuity values to fixed-interest-rate accounts for clients who accept it.
Controlling the controllables
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
Black Americans more optimistic, but still face financial challenges
Limra research reveals concerns around retirement, disability, and unexpected emergencies among Black adults.
Commission-free annuity sales trend remains strong, says DPL founder
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
Annuity sales smash record set in 2022
Led by demand for fixed products, total annuity sales were up 23% last year, according to Limra.
