Research lifts lid on RIAs' use of annuities, growth strategies, and opportunity to take wallet share from banks.
With two-fifths of US adults worried long-term care costs would keep them from retiring, many are placing their hopes on AI.
Latest survey reveals all-time high of $106.7B in Q1 sales, with winning streaks in fixed-rate deferred annuities, FIAs, and RILAs.
A trend of exits from the state could see nearly 100,000 residents with a combined $19.2B in income leave annually by 2030.
The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.
Concern about current conditions weakening retirement savings has eased.
Research from the Alliance for Lifetime Income reveals widespread concerns on Social Security, and growing risks for the “sandwich” generation.
Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.
JPMorgan data reveal their retirement savings could be jeopardized by early-phase surges and volatility in spending.
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.
Despite their benefits for 401(k) participants, especially financial advice, Cerulli research finds a lack of awareness is holding back broader adoption.
The agency says tax scams and social media advice led to inflated refund claims.
Nationwide poll reveals substantial majority support from working Americans across party lines and generations.
A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.
With more widespread concern among consumers, research reveals the value of anti-inflation strategies, including annuities with guarantees.
With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
The five-year, multimillion-dollar effort aims to produce a data-driven index to determine Americans’ readiness to live a good 100 years.
Survey reveals three-quarters of investors bracing for recession, with 83 percent of older respondents worried about basic living needs.
With 'new North Star' metric, TIAA urges new retirees to rethink 4 percent rule and incorporate a lifetime income strategy.
