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 ...

Prudential Securities said Friday it will notify and offer remedies to customers who may have been affected by what it called "irregularities" in sales of annuities, as securities regulators ...

The message about fees is worth digging into further, as it presents one of the biggest objections made to variable annuities. Variable annuities have generally come under attack for the higher ...

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 ...

If you are not part of the “Robinhood” generation of investors or maybe you don’t even know what “Robinhood Investments” are, then you probably clearly remember the risk and fear that you suffered, as ...

Annuities offer guaranteed income and tax-deferred growth, but downsides may include high fees and opportunity costs.

A common fear among retirees is running out of money. Though inflation isn't as high as it was in previous years, the cost of living is considerably higher today than it was just five years ago, and ...

Sometimes, it's better to have a low guaranteed return than it is to take a big risk that might pay off (or might not). That's the approach more people are taking amid tariffs and geopolitical ...

Tips for navigating fees, features, and fine print to protect your retirement income Jen Hubley Luckwaldt has over 15 years of experience writing and editing personal finance content. Her passion is ...

Unfortunately, there's not a right answer either. Nearly all workers covered by a traditional pension plan face this question as employers increasingly offer retiring employees a choice of how to take ...

Learn about Qualified Annuities, including its definition, features, types, tax implications, benefits, and drawbacks.

It's difficult to determine just how much money you'll need in retirement when you can't predict the future. Some people worry they'll outlive their savings, while others may fear they're living too ...