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 be extremely confusing, with the contract containing terms like bonus rates, participation rates, caps, floors, spreads, riders and MVA clauses. damircudic / Getty Images In this season ...

Total third-quarter sales for all annuities were $117.0 billion, Wink's Sales and Market Report said. Sales were up 1.8% when compared to the previous quarter and up 1.5% when compared to the same ...

Annuity market sales are projected to reach $450 billion in 2025, roughly double the volume seen in 2020, due to retirement plan participants’ desire for predictable income. As defined contribution ...

Retirement researchers are often enthusiastic about annuities, but many consumers are reasonably skeptical. Here to discuss basic information about annuities and their pros and cons is Christine Benz, ...

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, ...

If you’ve been wondering what is a deferred annuity, it’s essentially a retirement savings product that lets your money grow tax-deferred until you decide to withdraw it. You can invest either a lump ...

If you want to become educated regarding all types of annuities, I recommend you go to the website of Stan Haithcock at stantheannuityman.com. You can request, at no cost to you, brochures on every ...