Tag: Indexed annuities
Credit Suisse partners with Salt in index annuities push
North America | Indices
06 Nov 2020 by Lavanya Nair
Swiss investment bank Credit Suisse has announced a partnership with index solutions provider Salt Financial in a bid to expand its quantitative investment strategies (QIS) offering.
USA Market Review, August 2020: tech ETF prospers
North America | Market Reviews
30 Sep 2020 by Yordan Ivanov
Some 1,890 structured products from 17 different distributors and worth $5.6 billion were added to the SRP USA database in August.
New US DoL rules draws ire of indexed annuity providers
North America | Regulations & Legal
24 Sep 2020 by Lavanya Nair & Pablo Conde
The Federation of Americans for Consumer Choice (FACC) is pleading with its members to combat the US Department of Labor’s (DoL) most recent sales standards regulation.
Nationwide debuts structured annuity as retirement investors change tune
North America | Products
07 Sep 2020 by Lavanya Nair & Pablo Conde
US annuities provider Nationwide has launched a new registered index-linked annuity (RILA) product in response to demand from investors who are opting for RILAs over fixed index annuities (FIAs).
Credit Suisse gains momentum via prop index FIA link-up
North America | Indices
31 Aug 2020 by Lavanya Nair & Pablo Conde
Credit Suisse’s Momentum Index is licensed as the underlying of a debut fixed index annuity (FIA) product developed in collaboration by A-CAP and AmeriLife.
Investors ditch FIAs for Rilas as Q2 sales tumble
North America | Industry
21 Aug 2020 by Lavanya Nair & Pablo Conde
Widespread market uncertainty coupled with historically low interest rates are pushing investors away from the once popular fixed indexed annuity (FIA) products, and toward registered index linked annuities (Rila) amid worsening industry sales in the second quarter of 2020.
Symetra debuts two FIAs with exclusive index
North America | Indices
12 Aug 2020 by Lavanya Nair & Amélie Labbe
US life insurance firm Symetra announced the launch of two new fixed index annuities (FIAs) featuring a new custom index from global wealth management firm Putnam Investments.
Watchdog pushes for investor education as annuity sales drop
North America | Regulations & Legal
07 Aug 2020 by Lavanya Nair & Amélie Labbe
The US Securities and Exchange Commission’s (SEC) office of investor education and advocacy has updated its bulletin on broadening client knowledge of indexed annuities.
The appeal of structured solutions in the US indexed annuities market
North America | Products
05 Aug 2020 by Tim Mortimer - FVC
The American retirement market remains one of the biggest investment sectors in the world. This is not surprising given the size of the US economy and the large numbers of savers and retirees, many of them classed as high net worth.