Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.
Goldman Sachs report reveals expectations of firms with $13 trillion on their balance sheets.
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
The average premium for homeowners insurance is expected to rise 6 percent this year, following an increase of roughly 20 percent over the past two years, amid intensifying natural disasters.
The team will be the exclusive distributor of the products across 49 states.
The law firm, which has brought two cases this month over pension risk transfers, is looking for participants and beneficiaries of Alcoa's pension plan.
One of the most effective ways to secure alimony against the risk of premature death is through life insurance.
The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.
The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
Fixed annuity sales broke records, pushing Athene Annuity & Life to top-seller status.
The collaboration aims to empower insurers, retirement service providers and other stakeholders against financial crime.
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
Industry groups hail state’s new rule as a win for annuity consumer protection.
Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.
The partnership would make a guaranteed lifetime income product available to more US workers in their defined-contribution plans.
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
