Notwithstanding the SEC’s recently publicized shift away from “regulation by enforcement,” the practice appears alive and well when it comes to ...

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 ...

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 ...

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 ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

The retirement and insurance giant's latest offerings, unveiled Monday, extends its New Heights Select FIA suite to include seven options. FIAs have been on fire this year, according to Limra, with ...

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 ...