RetireOne/Jackson 2020 RIA Survey featured in ThinkAdvisor Michael S. Fischer featured the 2020 RetireOne/Jackson RIA survey in an article for ThinkAdvisor titled “Two-Thirds of RIAs Open to Recommending Annuities: Survey.” The study aims to gain insights into how RIAs allocate client assets, the technologies they use for planning and management, the timing of income planning...Continue Reading

More advisers are becoming open to the products, but many still don’t like their costs, complexity and lack of liquidity With this headline, “Just say no to annuities, one-third of RIAs say: Survey,” Emile Hallez (InvestmentNews) certainly interprets the results of RetireOne’s joint RIA survey with Jackson as ‘glass half empty.’ Or maybe it’s ‘glass third...Continue Reading