Explore strategies to avoid probate and optimize living trusts. Learn which assets to exclude from trusts and how life insurance can support estate planning.

Key adviser team moves: Wells Fargo's Harpland Financial joins Ameriprise with $160M in assets; Cetera Financial gains former LPL advisers and Chicago-based Callero Capital, expanding its intermediary network.

Explore how annuities serve diverse retirement income needs in 2024, balancing age limits, health considerations, and inflation protection to provide stable, guaranteed income.

Explore inflation-adjusted retirement income solutions including Social Security, TIPS ladders, and new ETFs offering inflation-protected cash flows for enhancing portfolio stability.

FIDx's Insurance Exchange platform exceeds $3 billion in annuity transactions, showcasing rapid growth and growing advisor demand for integrated annuity solutions in wealth management platforms.

Explore the role of annuities in U.S. retirement planning, their complexity, advisor challenges, and their benefits for income security and lifestyle integration.

A new Allianz Life study reveals record levels of investment anxiety driven by market volatility and economic uncertainty, impacting retirement planning and financial strategies across the U.S.

Survey highlights registered investment advisors as primary growth channel for annuity sales, signaling evolving insurance market distribution trends and compliance considerations.

US annuity sales reached $105.4 billion in Q1 2025 as investors turn to annuities for stable income and portfolio diversification amid volatile markets. Explore types, benefits, and advisor insights.

Explore ThinkAdvisor's comprehensive resources for financial advisors and RIAs, including tax updates, growth surveys, and planning guides for enhanced client outcomes.