As inflationary pressures mount, retirement savers are looking for solutions that offer growth opportunities while limiting downside risk.
Both new and existing retirees face the challenge of generating steady income in the low-interest-rate environment, which calls into question the traditional 60/40 investment strategy.
The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.
The new products include features that are designed to protect against volatility and increase income.
Among the provisions of a draft bill are one that would improve fee disclosures in defined-contribution plans and another that would allow annuities as qualified investment default alternatives in plans.
The Labor Department charges a Chicago fund's fiduciaries and counsel with committing multiple ERISA violations.
Why aren't advisers talking to clients about the solutions that are out there? Many investors are still choosing only traditional investment vehicles and missing the complementary role annuities can play in retirement portfolios.
Morningstar Retirement Manager will use Hueler's platform to help individuals include guaranteed income products in their retirement plans.
DFA and Midland National are working with RetireOne on its contingent deferred annuity, which launched last October.
Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.
Just half of those eligible take advantage of voluntary benefits, survey finds.
The six-adviser team in St. Louis, Planify Group, is affiliating through super OSJ Cornerstone Wealth Management.
The health care planning fintech is aiming to make complex health insurance decisions easier by collecting data about clients’ plans, usage and medications to find the best possible strategies.
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
Data collected by the Secure Retirement Institute show gains in all annuity categories in 2021.
GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.
Many people are likely wondering how heightened inflation will affect their retirement goals, including the role of insurance products they already own or are considering.
The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.
Kate Henry and Mike Walsh will lead the region for the insurance broker.
Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.
