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For retirement-age investors, it’s about keeping their nest eggs safe
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
Most US adults fear outliving their money more than death
Concerns about inflation, Social Security, and taxes are stoking Americans’ financial anxiety, Allianz Life survey shows.
LeafHouse, ARS bring managed accounts to retirement plans
Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.
Prudential closes jumbo pension risk transfer transaction with Shell
The financial services giant is taking on $4.9 billion in pension obligations covering more than 20,000 retirees.
When you should, or shouldn’t, recommend more protected lifetime income
Here are some of the key characteristics that may make some clients better candidates for such a solution than others.
