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.

Explore how RIAs are leveraging new annuity solutions to enhance transparency, control, and income stability in retirement portfolios while maintaining fiduciary alignment.

Gainbridge extends its sports portfolio by becoming title sponsor of the United Soccer League women's league, strengthening its insurance and financial services brand in sports marketing.

Fixed-term annuity rates have risen due to higher bond yields and interest rates, influencing retirement income options and market competition in the insurance sector.

AuguStar Retirement introduces the tiered EGAP option to Orbiter Growth fixed indexed annuities, enhancing guaranteed returns and risk-adjusted index options for financial professionals.