Learn why integrating annuities into QDIAs could be a game-changer and then stick around for four recent stories in this edition of “The FIDx Five.”
ERISA Pushes Annuities
Discover why the ERISA Advisory Council is advocating for annuities as a Qualified Default Investment Alternative.
Source: “Lifetime Income QDIAs Receive Increased Attention,” Plan Adviser, 07/11/24
Bain Capital Acquires Envestnet
In a landmark deal, Bain Capital is set to acquire Envestnet, marking a significant shift in the financial tech landscape.
Source: “Bain Capital to Buy Financial Software Vendor Envestnet in $4.5 bln Deal,” Reuters, 07/11/24
Inside an Annuity Mind
Get insights on 10 crucial questions about the future of annuities and retirement planning.
Source: “Ten Questions for Annuity Pioneer Jeff Dellinger,” Life Annuity Specialist, 07/11/24
The Annuity Buying Experience
A new survey reveals the pivotal role financial professionals play in ensuring a positive annuity purchase experience.
Source: “Financial Professionals Key to Positive Annuity Purchase Experience,” Nationwide News, 07/11/24
A Call for Better Reviews
Regulators urge annuity issuers to enhance their best-interest reviews to better protect consumers and ensure fair practices.
Source: “Annuity Issuers Should Improve Their Best-Interest Reviews: Regulator,” Think Advisor, 07/11/24
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