Lifetime income options are good for those who are less financially savvy, a focus group with at least $500,000 said.
Larger plans have increasingly used lower-cost investment products like CITs, and mutual fund fees have trended downward.
Women still trail men when it comes to financial security by a sizable margin, according to a Prudential survey.
The Minnesota governor’s tenures as a teacher, National Guard member, and elected official gives him a unique three-stream portfolio of pension income.
But retirement security is a problem for many, and the demise of traditional pensions has correlated with widening income inequality.
Long-time advisor says client concerns over long-term planning are at record levels.
Indexed and structured products logged robust double-digit growth as fixed-rate annuities face challenges from declining rates, says new report.
Complex rules are "ridiculous" but advisors can add long-term value by helping clients get their IRAs and 401(k) balances down.
More employees are looking to make gradual goodbyes to the workplace amid ongoing concerns about retirement readiness.
RIAs have an advantage over captive advisors and have an opportunity to seize significant client service opportunity.
Edward Jones advisor Matthew Myre shares his insights with InvestmentNews.
Opt outs, turnover, and vesting schedules make automatic enrollment and escalation less effective, according to a new paper.
The vice president’s latest fiscal proposal would substantially reverse a business-friendly piece of Trump-era legislation.
New interim guidance addresses concerns around the retirement savings work perk set out in the SECURE 2.0 Act.
Preliminary results show new annualized premiums hit $3.97B as whole life sales struggled and indexed universal life sales climbed.
Discussion around the “pensionization” of 401(k)s is emerging, which requires a different asset allocation mindset.
Survey findings suggest financial advisors could unlock organic growth opportunities as annuities attract new buyers.
"We're seeing more instances of clients being switched out of annuities," says one plaintiff's attorney.
Annual study from Fidelity reveals increasing hopes and demands for advisors, as well as changing appetites within investment menus.
JPMorgan Asset Management is the latest firm to spice up its target date funds with a dash of annuities.
