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 ...
A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...
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Most advisors are familiar with fixed index annuities and have used them in their client portfolios Annuity contracts have become an increasingly consistent part of financial advisors’ client ...
Annuities can serve as a defense mechanism against inflation and longevity, making them an important part of the retirement plan.
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 ...
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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