Search results
Suze Orman's Retirement Wake-Up Call: Variable Annuities Could Be Draining Your Savings
Benzinga· 5 days agoWhile she acknowledged the value of certain types of annuities, variable annuities have emerged as a...
Vetting of QDIAs Is Crucial as Options Proliferate | PLANADVISER
PLANADVISER· 1 hour agoThe qualified default investment alternative that a plan fiduciary chooses can shape participant outcomes for decades. As if that is not important enough, all the relatively ...
Annuities Are Soaring in Popularity. They’re Not All as Safe as They Seem.
Barrons.com· 3 days agoTotal U.S. annuity sales reached a record $385.4 billion in 2023, jumping 23% from the prior year,...
Steward Partners Investment Advisory LLC Acquires 155 Shares of LPL Financial Holdings Inc....
ETF DAILY NEWS· 9 hours agoSteward Partners Investment Advisory LLC boosted its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 20.2% during the fourth quarter, according ...
Here's Why Hold Strategy is Apt for Brighthouse Financial (BHF)
Zacks· 6 days agoFree Report) is well-positioned for growth, driven by higher annuity and life insurance sales, conservative investment strategy, asset growth, improved ...
Joshua Driskell Shares Insights on Wealth Management and Estate Planning
Los Angeles Times· 7 hours agoThis Wealth Management & Estate Planning ‘Conversation with the Expert’ content is produced by the L.A. Times B2B Publishing team in conjunction with Lagerlof, LLP. Ongoing market developments ...
Is my annuity a scam? They won’t give me the information I ask for when I call.
Market Watch· 5 days agoYour husband probably had very good intentions about arranging an annuity for you so that you’d have...
Can a Mutual Fund Solve the Annuity Puzzle?
WealthManagement.com· 6 days agoThe academic literature is tremendously supportive of the power of longevity pooling (through the purchase of income annuities) to create better...
Could Majority of TDFs Include Income Annuity in 10 Years? | PLANADVISER
PLANADVISER· 4 days agoIt may be more common than not for target-date funds to have an embedded annuity as a retirement income option in the next five to 10 years, according to panelists speaking ...
JD Supra: A Matter of Trust – DOL Issues Final Amendment Broadly Expanding Definition of Investment...
JD Supra· 4 days agoSeyfarth Synopsis: On April 23, 2024, the Department of Labor released its latest attempt to amend its 1975 “fiduciary rule” and seven prohibited transaction class exemptions issued between ...