Investment Instruments

With interest rates rising, the IRI says it's seeing annuity sales swing up, with fixed sales reaching their highest mark in six quarters and variable annuity sales at their highest level in a year.

The study attributes the under-performance of the portfolios examined to the fact they have a large cap tilt and a market beta of less than one.

They get all the headlines, but arent the be all and end all behind the purpose of retirement plans.

Deferred income annuities really came into their own in 2012, reaching nearly $1 billion in sales.

Growing a business depends on the fundamentals of the relationship with employees recruiting, retaining and rewarding.

A white paper produced on behalf of The Center for Due Diligence offers fiduciaries a dozen best practices when working with tactical asset allocation strategies.