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Surrender fees haunt legacy 403(b) plans
As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.
Can an adviser affiliated with an insurance company be fee only? Yes.
State rules on insurance affiliation complicate fee-only status for some CFPs.
Structured product annuities pose challenges for regulators
As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them
Annuity industry pushes SEC for summary prospectus rule
Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.
Variable annuity sales raising concern: Finra official
Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.
Life insurers turn focus to uncapped indexed annuities
Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.
BlackRock raises equity allocation in target date funds
Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.
Hartford Financial Services Group names a new CEO
Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.
Guaranteed features propel indexed-annuity sales
With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.
Life insurers show their hands with new VA filings
Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.
Variable annuity sales drop in 1Q and new leaders emerge
Decisions to moderate sales volume in recent years has caused changes for the bigger players
MetLife to get back in variable annuity game despite first quarter declines
Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.
Finra complaint highlights epidemic of abused trust
All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
SEC charges pair of brokers, investment advisory firm, others with $80M variable annuity scam
The SEC charged a pair of brokers, an investment adviser and others in an $80 million variable annuity scam that an SEC official called a "calculated fraud exploiting terminally ill patients."
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