A Death in the Family, Part II

Forget "death panels." Loving, decisive words from a doctor helped this dying pianist decide to let go of her life. The conclusion of a two-part story.

Envestnet’s Big Annuities Play

Envestnet, with the help of six major annuity issuers, has built a platform where advisors from broker-dealers, banks and RIAs can blend insurance products and investments in the same financial plan. It's a service life insurers can't live without. But will RIAs embrace annuities?

FIAs for Retirement Income (Why Not?)

In this last article in our series on fixed indexed annuities, we consider the potential role of FIAs in providing retirees with guaranteed lifetime income. We find FIAs to be valuable, but underused for that purpose.

The Derivatives that Power Index Annuities

FIA owners can pick from an array of choices as cryptic as those on a roulette table. But if they don't understand options, how can they evaluate these safe but esoteric insurance products?
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The New Madoff Windfall

Our occasional columnist explains why hedge funds are scooping up discounted claims against jailed Ponzi artist Bernard Madoff.
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The Bucket

Late-breaking items from the Diversified Services Group, Financial Crisis Inquiry Commission, ING, Wealth2k, Fidelity, Bank of America Merrill Lynch and Nataxis.