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 ...

For seven situations where an annuity can play a major part of solving life's problems, see the gallery accompanying this article.

Annuities convert savings into guaranteed lifetime income, but they come with fees and trade-offs. Learn how they work and ...

FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.

Tips for navigating fees, features, and fine print to protect your retirement income Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Annuities get a bad rap, often labelled “too expensive”, “crammed with hidden fees,” or just “not a good investment.” Here’s the thing, though. All this criticism often lacks specific financial ...

The idea of running out of money at some point in life can be scary. But as good a job as you might do of saving for retirement, there's unfortunately no guarantee that your nest egg will last as long ...

Last month, the Federal Reserve finally conducted its first rate cut of 2025, dropping its benchmark rate by 25 basis points after months of anticipation. This move marked the start of what many ...

In an uncertain economy fueled by high interest rates, annuities are more popular than ever. Last year, annuity sales soared to a record-high $385.4 billion in the U.S., a whopping 23% increase over ...