No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

For many, guaranteed income makes an annuity a desirable retirement choice. The biggest concern with annuities is that you can miss out on big returns during bull market runs. Follow 24/7 Wall St. on ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But while annuities are considered a reliable way to ensure financial ...

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and ...

Challenges are mounting for annuities specialist Advantage Capital Management, as the insurance group is confronted with a sharp ratings downgrade, ties to an investigation by federal securities ...

Tips for navigating fees, features, and fine print to protect your retirement income Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But as reassuring as annuities may seem, the reality is that these ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...