Stay informed on the latest tax regulations impacting Social Security, annuities, and investment products. Essential updates for financial and insurance advisors.

Q3 2025 saw a record surge in U.S. pension risk transfer buy-in sales, growing 328% to $4.3B amid shifting corporate pension funding ratios and evolving market dynamics.

CAIS Advisors to launch sports and entertainment fund; Magnifact enables real-time annuity tracking at Revol One; Cohen & Steers introduces new ETFs; Guardian Life updates annuity strategies.

Magnifact launches real-time annuity tracking at Revol One; Cohen & Steers unveils two new ETFs; Guardian Life enhances index-linked annuity crediting strategies.

The UK FCA's new targeted support framework facilitates group-based financial recommendations to improve investment guidance for millions, balancing regulatory safeguards with scalable consumer support.

MetLife reduces variable annuity risk with $10B transfer to Talcott Resolution amid challenges from slow premium growth and declining investment income. Learn how this impacts earnings and market positioning.

Q3 2025 U.S. fixed indexed annuity sales fell 6% while registered index-linked annuities hit new records, per Limra's survey. Key market trends and insights.

Citius TransNet InvIT files IPO draft with SEBI to raise ₹1,340 crore for expanding its diversified portfolio of toll and annuity road assets across India, driving growth in the infrastructure sector.

Athene's co-president discusses how annuities help retirees manage low interest rates and market volatility, highlighting the growing demand driven by an aging population and the need for secure retirement income strategies.

Generation X is approaching retirement with lower financial preparedness compared to Baby Boomers, facing challenges including reduced pensions, rising healthcare costs, and reliance on Social Security amid policy shifts like SECURE 2.0.