Displaying 7835 results
US individual annuities see record-breaking first quarter, says Limra
Latest survey reveals all-time high of $106.7B in Q1 sales, with winning streaks in fixed-rate deferred annuities, FIAs, and RILAs.
American workers are feeling more confident about their financial wellbeing: BofA
Concern about current conditions weakening retirement savings has eased.
More than half of peak 65 Americans “almost certain” to outlive their savings
Research from the Alliance for Lifetime Income reveals widespread concerns on Social Security, and growing risks for the “sandwich” generation.
Louisiana moves to adopt annuity best-interest standard
Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.
Should partially retired households brace for an awkward spending phase?
JPMorgan data reveal their retirement savings could be jeopardized by early-phase surges and volatility in spending.
Goldman scores landmark $43B pension mandate
The OCIO deal, hailed as one of the largest of its kind, pushes the financial behemoth closer to surpassing the likes of BlackRock and Mercer.
Do DC managed account programs have a PR problem?
Despite their benefits for 401(k) participants, especially financial advice, Cerulli research finds a lack of awareness is holding back broader adoption.
Red or blue, US workers love state-facilitated retirement savings
Nationwide poll reveals substantial majority support from working Americans across party lines and generations.
DOL fiduciary rule faces pushback in congress
A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.
Americans and advisors divided on inflation, finds survey
With more widespread concern among consumers, research reveals the value of anti-inflation strategies, including annuities with guarantees.
Is planning for age 95 longevity overkill?
With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.
Pontera unveils 401(k) mega-partnership with Stifel
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
John Hancock inks longevity research partnership with MIT
The five-year, multimillion-dollar effort aims to produce a data-driven index to determine Americans’ readiness to live a good 100 years.
Amid blinding economic sandstorm, just two-fifths of investors have a retirement target
Survey reveals three-quarters of investors bracing for recession, with 83 percent of older respondents worried about basic living needs.
How much of an income edge could retirees get from annuities?
With 'new North Star' metric, TIAA urges new retirees to rethink 4 percent rule and incorporate a lifetime income strategy.
Advisors share tips for clients seeking to retire early
Advisors offer suggestions for clients interested in getting a jump on their golden years.
Empower keeps growing but what does it mean for advisors?
The company has grown enormously in a short amount of time, and is poised to expand more into small retirement plans and wealth management.
Early retirement expectations continue to be a thing, Fed figures show
Research by the Federal Reserve Bank of New York suggests a pandemic-induced change in people’s plans could echo for years.
Inflation fears eating away at nearly 90 percent of retirees, says Schroders
Latest snapshot research of US adults uncovers widespread concerns around retirement savings, healthcare costs, and market risks.
AllianceBernstein unlocks new retirement income option for DC plans
The new strategy, which offers lifetime income and higher growth asset exposure during retirement, will also be available as a CIT.
