NASAA Proposal of Best Adviser Practices Receives Pushback
Critics say the proposal recommended to states goes beyond the SEC’s Reg BI and endangers annuity products and educational materials.
Tag: variable annuity
SEC Exam Priorities Require Advisers to Account for Client-Specific Needs in Recommendations
The regulator also listed expensive, complicated and illiquid investment recommendations as coming under increased scrutiny in 2024.
Annuity Sales Break Record for Second Quarter
Fixed-rate deferred annuity and registered index-linked annuity sales reach an all-time high in the second quarter, according to LIMRA.
Total Annuity Sales Highest Since 2008
The Secure Retirement Institute says strong equity market growth in the fourth quarter and in 2021 helped to propel the growth.
Investment Products and Service Launches
Charles Schwab releases variable annuity options; Vanguard announces plans to launch ultra-short bond ETF; and Annexus Retirement Solutions releases Lifetime...
Can Fixed and Variable Annuities Go Together?
Investing experts say smartly pairing the two types of annuities with other investments in a retirement portfolio can deliver significantly...
Investment Product and Service Launches
Allianz Life launches solutions platform for RIAs; Wilmington Trust adds sign-on program; Columbia Threadneedle announces 2021 successor; and more.
Assessing Available Retirement Income Options
An overview of the insured and investment solutions that are available and how advisers should evaluate them.