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 ...

For decades, Americans have relied on pensions to fund their lifestyles during retirement. This is no longer the case with pensions being phased out in most workplaces. Given today’s high interest ...

The academic literature is tremendously supportive of the power of longevity pooling (through the purchase of income annuities) to create better retirement outcomes for retirees. For example, Wade ...

Annuities are one of the few tools designed specifically to solve for that and the only to do it for life.” Read:1-in-8 ...

Annuities provide guaranteed lifetime income, addressing the risk of outliving retirement savings. Annuities come with trade-offs, including fees, limited liquidity, and loss of access to principal.