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Advisors may say they're comfortable developing retirement income strategies -- but none seem to agree on the right way to create an income stream.
September 26 -
Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.
September 25 -
In the first half of 2013, they generated $283.3 million in revenue, the most theyve made in the first six months of any year since 2007.
September 13 -
Lincoln joins about a dozen companies who either offer or have filed to offer an annuity product that is gaining traction in the market.
September 6 -
In the second quarter, fixed annuities experienced highest quarterly sales since 2011, according to data from Morningstar and Beacon Research.
September 5 -
Deferred income annuities last year generated about $1 billion in sales and are expected to be the fastest growing annuity product.
August 28 -
Clients who inherit an annuity may now have a few more options thanks to a recent private letter ruling from the IRS.
August 15 -
Mark Tibergien, CEO of Pershing Advisor Solutions, wants to custody more client assets. Here's what he's offering in return.
August 1 -
Wheaton Wealth Partners reaches out to clients by "mind mapping" their emotional priorities first, then developing a plan and a portfolio.
August 1 -
During the first quarter of 2013, banks generated $790.7 million in annuity sales, up 1.2% from $781.7 million in the same quarter last year.
July 25 -
A study by the Congressional Budget Office counteracts longstanding conventional wisdom that retirees should hold at least some of their portfolio in annuities
July 9 -
Those popular annuities and their guarantees became too expensive for the so-called manufacturers to offer. Some got out of the game and those that remain have cut back on features. What can an advisor do?
July 1 -
The FPA's president says advisors of all ages should be thinking about the next chapter of their careers.
July 1 -
Hartford Financial Services Group Inc. agreed to sell its U.K. variable-annuity business to Berkshire Hathaway Inc. for about $285 million in cash.
June 28 -
For a majority of financial advisors, life insurance planning isnt all its cracked up to be.
June 18 -
Lets just admit it. The words "indexed annuity" make advisors cringe. But is it time to give these products another look?
June 18
Centrix, a Q2 compay -
Sessions at the 25th annual Morningstar Investment Conference covered a range of topics from actively managed ETFs, closed-end funds and alternatives to strategies to boost retirement income and solutions to the yield conundrum. Here is a baker's dozen of the smartest things we heard at the conference.
June 17
Financial Planning -
A week after investors pulled out of low-grade bond funds at record levels, INGs chief investment officer Christine Hurtsellers said that the selloff is overdone.
June 12 -
The annual FP50 finds growth moderating, as well as firms strategizing to retain and build market share
June 1 -
Annuity providers generated $51.7 billion in sales in the first quarter, down 6% from a year earlier.
May 23



