Will RIAs Start Using Fixed Rate Annuities in Portfolios?

March 18, 2024 by David Blanchett

The notable rise in bond yields starting in 2022 has changed the investment landscape, especially for fixed income-related strategies. In addition, taxes have become more important, increasing the importance of asset location.

Annuities are relatively underused by investment advisors, whether they are viewed more from an investment-related lens or as a product that provides protected lifetime income. A rise in fee-friendly products, though, may lead to higher adoption by investment advisors.

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Originally Posted at Think Advisor on March 18, 2024 by David Blanchett.