Notwithstanding the SEC’s recently publicized shift away from “regulation by enforcement,” the practice appears alive and well when it comes to ...
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What Is a Fixed Index Annuity?
A fixed index annuity (FIA) balances between security and growth potential by linking returns to a stock market index while protecting against market downturns. It’s a popular choice for retirement ...
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In an increasingly uncertain market, investors are looking for solutions that offer both growth potential and downside protection. Registered Index-Linked Annuities (RILAs) are emerging as a flexible ...
A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...
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 ...
Annuities can serve as a defense mechanism against inflation and longevity, making them an important part of the retirement plan.
Adam B. Frankel is a personal finance writer and financial adviser with over 30 years of experience. When he’s not managing money in the stock market, he teaches financial topics and other core ...
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