The Future of Fixed Income: Leveraging Modern MYGAs to Optimize Client Portfolios As market conditions evolve and interest rates are expected to decline over the next several years, registered investment advisors (RIAs) face the ongoing challenge of boosting fixed income and cash positions in client portfolios. Recent signals from central banks and credible news sources...Continue Reading

As “Peak 65” approaches, client concerns over retirement may be fueling curiosity about how to protect income in retirement Inflation, geopolitical instability, and rising healthcare costs continue to have significant impacts on those in or approaching retirement, and RIAs say clients are understandably nervous. According to our joint Simplicity OID and Allianz 2023 RIA Protected...Continue Reading