Asset Managers Are Taking On Investors' Negative View of Annuities: Report

Published on March 20, 2025

The stigma is strong among the public and, increasingly, with financial professionals, Cerulli research found.

Continue reading on website
Other news

Stifel Hit With Class Action Suit Over Cash Sweeps

March 20, 2025
In 2023, the firm earned 6.08% on deposits and paid as little as 0.01%, the complaint states.      Related StoriesTrade War Casts Shadow Over Annuity Issuers, S&P Analysts WarnThe Big Firms That Gained, and Lost, the Most Advisors in 2024FINRA Panel Orders Stifel to Pay $7M to Breakaway Advisors

How to Avoid a Huge Tax Surprise When Clients Lose a Spouse

March 20, 2025
When a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.