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 ...

The idea of running out of money at some point in life can be scary. But as good a job as you might do of saving for retirement, there's unfortunately no guarantee that your nest egg will last as long ...

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 ...