Partly in response to user requests, her company’s cloud-based application, which runs on tablet devices or desktop computers, can now provide daily updates and analytics, she said. She called the ...

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and how to ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...

Most advisors are familiar with fixed index annuities and have used them in their client portfolios Annuity contracts have become an increasingly consistent part of financial advisors’ client ...

Key Takeaways Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile ...

In an increasingly uncertain market, investors are looking for solutions that offer both growth potential and downside protection. Registered Index-Linked Annuities (RILAs) are emerging as a flexible ...

People’s difficulty getting set up in their relationships with annuity companies and getting digital support from them is having a spillover effect and hurting advisors who recommend the products, ...

Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating more of their clients’ investments into ...

Inflation, turbulent markets and uncertainty around Social Security have many Americans losing sleep over retirement. But new research shows one group is more confidence than most. Nationwide’s latest ...

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.

Retiring with a mortgage is no longer an anomaly. As a result, advisors are recognizing that a well-structured financial plan has to factor in a mortgage, whether it’s part of a broader tax strategy, ...