Annuities

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.

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

Two decades ago, a researcher at TIAA came up with a brilliant invention, but no insurance company would touch it. Has its time finally come?

Total sales of the insurance products reached $310.6 billion, shattering the previous all-time record set in 2008.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

Few topics in retirement are as polarizing as the "A" word. We asked advisors to weigh in.

2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?

Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.

‘Equi-vest’ account statements sent to a million public school teachers and other 403(b) and 457(b) clients were missing nearly all of the expenses, the regulator says.

The regulator charged RiverSource with violating a provision of the Investment Company Act that’s never previously been part of an enforcement action.

From inflation concerns to an annuities bill circulating in Congress, there is a lot for clients to consider as they plan their exits from the workforce.

Catch up on the bits of wealth management news you might have missed over the last week.

Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.

Here's what happened over the last week in wealth management.

With their growth tied to market indices, FIAs have the potential to provide higher returns than traditional low-risk or fixed investments like CDs.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?