UBS Looks at Longevity and Annuities

For years, wealth managers have paid little attention to longevity risk or annuities. But times are changing, and even wirehouses like UBS are at least talking the longevity talk.

‘SIMON’ Makes Indexed Annuities Simpler

Originally a platform for distributing structured notes to broker-dealers, SIMON is adding index-linked annuities to its product suite. Prudential is both an investor and, as of today, a product provider.

Annuities and the Charles Schwab Deal

Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.
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Are the Bears Crying Wolf?

As Bulls celebrate Janet Yellen's latest walk down "easy" street, technical analysts tell RIJ that, according to their charts, Wall Street is headed for hard times.
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Video: Obama talks about Borzi rule at AARP

The president spoke at the offices of AARP in Washington Monday, praising the re-proposal of the Labor Dept. rule holding retirement advisors to a "fiduciary" standard of conduct. The re-proposal was sent to the Office of Management and Budget for review this week.