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Neal Templin

2 Annuities That Are Worth a Look Now

Jan 16, 2023

Rising rates have made annuities of all stripes more interesting investments, but two in particular...

Vanya Horneff, Raimond Maurer & Olivia S. Mitchell

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account

Jan 01, 2023

This paper investigates retirees’ optimal purchases of fixed and variable longevity income annuities using their...

David Lau

Reflecting Back on a Testing Year and Looking Ahead to 2023

Dec 27, 2022

The annuity market is booming and for good reason. The economic and market upheavals experienced...

Haley Cawthon

Ranked: These were the 10 largest VC deals of 2022 in Kentucky, Southern Indiana

Dec 20, 2022

While 2022 is proving to be yet another year for the record books when it...

RIA Biz

DPL Financial makes 'happy thing' hire of Rachel Cameron, the Black Diamond alumna who wired as much as 40% of all their net flows

Dec 12, 2022

The Louisville, Ky., annuities supermarket credits her with having the vision to rid the held-away-asset...

Karen Hube

Why High-Net-Worth Investors Are Paying More Attention to Annuities

Dec 07, 2022

Wealthy investors are wising up to the unique benefits of annuities. While these insurance-sold investment...

Revolutionary Retirement Income Style Awareness (RISA) Assessment Founders Announce Formation of Advisory Board Packed with Industry Heavy Hitters, Plan Go-To-Market for January 2023

Nov 21, 2022

Founded by retirement income legends Wade Pfau and Alex Murguia, the RISA has already built...

Oisin Breen

Biz Briefs: SEC cracks down anew on RIA reverse churning ~ Envestnet borrows $350 million to buy its own stock ~ Fidelity is creating a crypto waiting list while exec questions crypto ecosystem

Nov 18, 2022

Fed up SEC is ready to take on all nonsense at once; stock shocks, Orwell's...

Advisor Magazine

DPL Partners With Corebridge Financial To Bring Advisory Annuity Solutions To The RIA Community

Nov 18, 2022

New offerings are designed to help protect clients’ portfolios, more effectively manage today’s retirement risks...

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