Monday, May 04, 2009
RIAs least likely to use annuities for rollovers
Cerulli study finds greatest appeal among indie reps
Registered investment advisers are giving the cold shoulder to annuity products, according to the latest research from Cerulli Associates Inc.
A report released Thursday by the Boston research firm showed that only 20% of RIAs consider using immediate annuities for a portion of their clients’ rollover assets...
Investment News: RIAs least likely to use annuities for rollovers
Registered investment advisers are giving the cold shoulder to annuity products, according to the latest research from Cerulli Associates Inc.
A report released Thursday by the Boston research firm showed that only 20% of RIAs consider using immediate annuities for a portion of their clients’ rollover assets...
Investment News: RIAs least likely to use annuities for rollovers