Tag: Annuities

Pacific Life and Templeton partner on lifetime income solutions; Transamerica, Cetera Financial Group debut group retirement plan solution; and UBS...

T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named...

The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.

A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and...

The retirement insurance industry group is calling for legislation that would do away with a liquidity feature that limits certain...

Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.

AllianzIM launches 2 buffered ETFs that hedge S&P 500 exposure; Capital Group releases 12 active-passive model portfolios; eMoney Advisor releases...

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with...

While not the focus of the bill, annuities gained increased flexibility and availability.

The trade association found retail annuity sales were 17% higher than a prior 2008 record, driven in part by investors...

The personalized strategy to provide a monthly retirement paycheck was designed by behavioral economist Shlomo Benartzi; a pilot program is...

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Almost half of respondents agreed annuities can offer safety and stability, though other research shows in-plan defined contribution annuities are...

Employers have embraced 401(k) plan benefits changes for 2023, but are still shying away from annuities, according to Alight.

Transamerica brings to market life insurance policy with guaranteed income option; J.P. Morgan app sends check deposits directly into IRAs;...

The Standard Insurance launches four stable value funds; RightCapital adds SECURE 2.0 update to financial adviser planning platform; cryptocurrency platform...

John Faustino, the head of Fi360, a Broadridge company, discusses new guidance to help advisers pitch in-plan retirement income annuities...

OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.

Retirement plan consulting and actuary head says COVID-19 has muddled mortality outcome tracking, with the industry awaiting delayed IRS mortality...

Retirement advisers may need to counsel on a 23% reduction in Social Security benefits within the next decade if the...