Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
The latest ACLI data show a 9 percent annual increase in annuity benefits issued by insurers, while premium payments into annuities reached $361 billion.
Industry groups ACLI and NAIFA hail milestone as backing for the model rule spreads to 48 states.
Despite high adoption, new PSCA survey finds health savings accounts mostly used to address current needs, with just a fifth of participants investing their HSA balances.
The new thematic ETF suite promises to aid DIY investors' dash for financial independence, but some experts are skeptical.
Amid a low-tax environment and an incoming presidential administration, retirement planning guru Ed Slott gives advice ahead of 2025.
The latest findings offer a glimpse of challenges around inflation, healthcare costs, and Social Security's long-term viability.
Our profession must focus more on the distribution phase, says Nate Moody, of Lebel & Harriman Retirement Advisors.
The retirement giant is extending its guaranteed income shelf with fixed-income annuity options from Loomis Sayles and Nasdaq.
The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.
Over half of people retire sooner than expected, and rising costs due to inflation, along with unexpected expenses, are leading a growing proportion of retirees to turn to credit cards, EBRI found.
Morningstar Retirement report unpacks the challenges and opportunities from adding private market fund exposure to defined contribution plans.
Wealth managers weigh in on trends in charitable giving this holiday season.
With more than $1 billion hauled from the richest delinquents this year, the tax agency is gearing up to expand its enforcement over corporations, partnerships, and high-wealth individuals.
The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.
Strable will be the first woman to hold the role at the $20 billion recordkeeping giant, following Dan Houston's decade-long tenure of leadership.
The next president has proposed cutting Social Security benefits taxes, which would deplete the system faster. Bipartisan support is needed to pass reforms, observers say.
The bump in 401(k) and Roth contribution limits is taking effect for workers aged 60 to 63 years old next year – but taking advantage of it won't be that easy.
The firm's latest executive hire comes with nearly three decades of experience, including stints at OneDigital and Fidelity.
If given the power to change a single industry issue, addressing the expiring Tax Cuts and Jobs Act of 2017 is what wealth managers said they would do, along with fixing regulatory burdens. Meanwhile, tariffs are a worry for some.
