September 2, 2020
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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...
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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...
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