MSCI and Moody's unveiled a new risk assessment platform that integrates private capital data with advanced EDF-X credit risk modeling to offer enhanced insights and early warnings for private credit investments.

Despite strong sales and regulatory support, annuity adoption inside U.S. retirement plans remains limited due to participant and sponsor perception challenges. Behavioral insights suggest reframing annuities can boost integration as default lifetime income solutions.

Nuveen LLC, managing $1.3 trillion in assets, offers top-ranked mid-cap blend mutual funds with strong investment performance in 2025, relevant for insurance portfolio strategy.

Morningstar's 2025 retirement income research adjusts the safe withdrawal rate to 3.7%, examines dynamic spending strategies, Social Security timing, and annuities, offering insights for U.S. insurance and financial professionals.

Cerulli Associates reports $3 trillion in retirement rollovers and annuity sales opportunities for U.S. wealth management firms targeting high-net-worth individuals.

Explore how a $100,000 annuity converts to monthly retirement income. Understand payout variability, features like inflation protection, and trade-offs for U.S. retirees.

Massachusetts jury rules against Cutter Financial for fiduciary breach under the Investment Advisers Act, highlighting SEC enforcement focus on undisclosed annuity commissions and compliance risks for RIAs.

Massachusetts jury delivers mixed verdict in SEC case against Jeffrey Cutter for annuity sales violations under the Investment Advisers Act. Highlights fiduciary duty and disclosure compliance issues.

The SEC prevails in a regulatory case against a Massachusetts investment advisor accused of earning fraudulent commissions on annuities sales, affirming oversight over advisors selling insurance products.

TIAA Traditional annuity inflows hit a five-year high as investors seek guaranteed assets amid market uncertainty, outperforming standard target-date funds in retirement strategies.