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Americans worried about inflation, but not as much as advisers: Survey
Americans ages 45 to 75 are worried about the dual risks of high inflation reducing spending power in retirement or a recession impacting retirement income.
Gen Xers are most likely to buy annuities: Survey
Pensions are all but nonexistent for younger workers, and many are worried about cuts to Social Security.
Luma partners with Cannex to offer annuity data tool
Luma aims to get a broader set of advisers to engage with annuities with access to the Cannex database and annuity-focused tools.
Milevsky sells retirement analytics firm to Cannex
Deal will help advisers model annuities under varying client circumstances.