No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Annuities get a bad rap, often labelled “too expensive”, “crammed with hidden fees,” or just “not a good investment.” Here’s the thing, though. All this criticism often lacks specific financial ...

Challenges are mounting for annuities specialist Advantage Capital Management, as the insurance group is confronted with a sharp ratings downgrade, ties to an investigation by federal securities ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Not all annuities — or annuity rates — are created equal, though. In ...

The idea of running out of money at some point in life can be scary. But as good a job as you might do of saving for retirement, there's unfortunately no guarantee that your nest egg will last as long ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But as reassuring as annuities may seem, the reality is that these ...

Annuities convert savings into guaranteed lifetime income, but they come with fees and trade-offs. Learn how they work and when they make sense.

An annuity is a financial product that provides a stream of income over a set period. Annuities are often used in retirement planning as a way to generate income from a lump sum investment. However, ...