Investors Race to Lock in Firm Annuity Guarantees
The players: Athene continues to lead in the fixed-rate deferred annuity market, with first-half sales increasing to $10.6 billion, from $10.1...
life insurance
Auto-Enrollment Alone Can't Fix Retirement Shortfalls: Research
What You Need to Know These policies show promise, but a new analysis details their limits. A large percentage of...
Data Firm Faces a Dozen Suits Over Social Security Number Leak
What You Need to Know The data breach is thought to have compromied the Social Security numbers of 272 million...
Wells Fargo Worker Found Dead in Office After 4 Days
What You Need to Know A co-worker reportedly discovered Denise Prudhomme at her desk in a cubicle. A Wells Fargo...
Social Security Funds Will Last Until 2034: CBO
The program’s revenues would remain near 4.5% of GDP during that 75-year period, according to the report. After 2098, the...
Sequoia Financial Buys Wealth Team From Large Accountant
Sequoia Financial Group, a $19 billion wealth management firm, is acquiring the wealth practice of Eide Bailly LLP, a large...
7 New Findings About Workers' Retirement Accounts: Fidelity
Start Slideshow Strong contribution levels and positive market conditions have driven average retirement account balances to the third-highest average on...
Conflicted IRA Advice Widespread as Fiduciaries Lack Oversight, Watchdog Finds
What You Need to Know Lawmakers asked the Government Accountability Office to assess current issues around conflicts of interest and...
Osaic Makes High-Level Changes
Osaic, the wealth management firm, has internally announced organizational changes and management shifts. The changes include broadened roles for Tim...
Buffett's Berkshire Hathaway Tops $1 Trillion in Market Value
Berkshire’s market value climbed by roughly 20% a year from 1965 through last year — nearly double the S&P 500’s annual return...
