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 ...

Fixed index annuities provide market-linked growth for your money and protect your principal. But returns are capped, and fees can be significant. A fixed annuity could provide partial protection ...

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 ...

Annuities convert savings into guaranteed lifetime income, but they come with fees and trade-offs. Learn how they work and when they make sense.

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 ...