Annuities

The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.

Total annuity sales easily eclipsed 2022 — which had set an all-time record.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.

The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.

J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.

High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.

As the economy improved, investors favored different products — ones that matched the complexity of the moment.

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.

In an unusual case, regulators have accused a Boston investment advisor of violating his fiduciary duty by putting his clients into high-fee retirement products.