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One-third of healthcare workers aren’t confident about retirement
Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.
SEC updates annuity disclosure rules for RILAs, MVAs
The amendments aimed at fostering a more tailored approach to disclosure for non-variable annuities sparked concerns for one dissenting commissioner.
Retirees spend twice as much when they have guaranteed income, research finds
Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.
New fiscal spending bill threatens DOL fiduciary rule
The proposed legislation governing funds for fiscal year 2025 would hamper the agency’s ability to administer, implement, or enforce the rule.
Finra bars two ex-Raymond James advisors who sold unapproved products
Firms must take reasonable steps to avoid financial advisors' selling away, one compliance expert noted.
With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis
Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.
DC plan sponsors are turning their attention to retirement income
New PIMCO study underscores trends in non-guaranteed income solutions, QDIAs, and diverging approaches to address retirees' needs.
Principal client wins $7 million claim involving annuities
'The evidence further reflected a pattern of churning,' one executive said about the case.
Cetera builds insurance planning muscle with Fidelity alum
The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.
Employers keep offloading pensions to insurance companies
Sales through March in 2024 were the highest seen during the first quarter of a year, according to Limra.
The DOL’s fiduciary rule faces another legal challenge
A coalition of trade associations including the Insured Retirement Institute, ACLI, and NAIFA has filed a civil suit against the contentious Retirement Security rule.
Amid mixed economic outlook, RIAs eye guaranteed investment solutions
Research lifts lid on RIAs' use of annuities, growth strategies, and opportunity to take wallet share from banks.
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.
Annuity data firm Cannex inks partnership with Luma
The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.
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.
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.
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.
RIA-focused fintech Flourish is living up to its name
The firm has announced a surge in advisors and AUC.
MassMutual and iCapital unveil expanded alts platform
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
If it’s a rollover, it’s fiduciary
The new fiduciary rule will pull a lot of brokers under the Employee Retirement Income Security Act, and harkens back to the levelized compensation from the 2016 rule.
