Just Released!
Client Profiles of Registered Representatives
of Broker/Dealers: Tech Supplement
Explore client characteristics and perspectives on annuities across different advisor affiliations.
Retail Advisor Series
Advisors and Retirement
Highlighting the practices, activities, and attitudes of advisors across affiliation and other characteristics, this series explores key findings on how advisors position annuities and provide retirement income planning to their clients.
Explore the Series
Advisors and Retirement
Learn how investment advisors position annuities and provide retirement income planning to their clients.
Retail Advisors: Client Profiles
Take an in-depth look at the pre-retiree and retiree clients of advisors active in the retail/individual retirement market.
Navigating Financial Futures
Find out how financial advisors are providing retirement income planning services
to their clients.
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Advisors Weigh In: How to Increase Annuity Sales
Although annuity sales reached record highs in the last two years, investment advisor representatives who work for RIA firms sell few annuities. Read on to understand why.
