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 ...

Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

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 ...