Latest News

Wealth Management published an article by Dave Byrnes, Head of Distribution, on the use of annuities to diversify portfolios in its August issue.The article covers the potential value of using fixed and fixed index annuities as diversification tools in volatile markets. 

Registered investment advisors are growing more confident about the economy—particularly when it comes to inflation—but many remain wary of potential headwinds such as tariffs, geopolitical tensions and rising client anxiety around Social Security and retirement income, according to a new survey.

Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth IRAs.