Displaying 3283 results
Pimco parent profit gains but not from asset management
Allianz SE's insurance business earnings offset weakness for asset management which includes Allianz Global Investors.
Nuveen and TIAA roll out target-date series with annuity feature
Few 401(k) plans have such features, but product providers expect that to change.
Many Americans relying on insurance they haven’t bought to pay for old-age care
Survey reveals how people believe they will cope in their senior years, and the gaps that exist.
Will adding annuities to 401(k) plans alleviate the retirement crisis?
Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.
Why are advisors overlooking Peak 65 women’s retirement needs?
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
Annuities selling at record level as clients look for growth and buffers
Total sales are up 28% in the first half, with RILAs and fixed annuities rising, according to Limra.
Planning for the 40% of retirements that occur without warning
Considering a range of scenarios and having different buckets of assets is helpful, advisors say.
What advisors need to tell clients traveling abroad this summer
Financial advisors nationwide are taking calls from clients asking about what they should have in place prior to international travel.
Staying in-plan: More 401(k)s keep retiree assets but more products needed
Keeping retirees in the plan helps both participants and sponsors save on costs, but many 401(k)s are lacking income options.
NAPFA OKs membership for advisors with trailing commissions
If advisors receive $2,500 or less in commissions and donate the proceeds to charity, they can join the fee-only organization.
Retiree health care cost estimate ‘flat,’ Fidelity says
For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.
How retirees and pre-retirees can benefit from high interest-rate environment
Clients can explore savings strategies and financial products with higher risk-free returns and alternative fixed-income investments.
What advisors need to know about estate planning for LGBTQ couples, individuals
In the absence of proper estate planning, there's a risk that LGBTQ individuals' intentions may not be respected.
The Truth About Custom Indices
What’s behind the surge in popularity among fixed indexed annuities? Their aim to help protect principal and achieve predictable returns is part of the story—and layering in a custom index can be a smart part of that strategy.
Bill allowing more types of annuities in retirement plans tops IRI’s lobbying agenda
The Insured Retirement Institute is hoping Congress has an appetite for more retirement savings legislation following the SECURE Act and SECURE 2.0.
$200 million team from Valic signs on with LPL
Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.
Firm headed by former NFL player joins LPL from Lincoln Financial
Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.
MassMutual promotes pair to leadership team, says goodbye to US head
Mike Fanning is retiring after 17 years as the insurer's US head, a period in which MassMutual grew into one of the top annuity providers in the US.
Fixed annuity sales stayed hot in Q1, Limra says
Total fixed annuity sales surged 101% to $70.9 billion in the first three months of 2023, compared with last year’s results.
Survey shows inflation increases retirement savings worries
The American Council of Life Insurers included questions in the poll that it says show a DOL fiduciary rule would hinder access to retirement advice.
