Fitch reviews impact of DOL rule on wealth managers
Depending on whether they pursue a fee-only or commissions model in response to the DOL rule, wealth managers may benefit or suffer, said a Fitch release.
View ArticleNAFA elects new board members
Brian Mann of Partners Elite Advisory Group will assume the role of chairman of the board of directors, succeeding Nathan Zuidema of Imeriti Financial Network.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleWhich Annuity Is Better? This New Tool Tells You
Cannex, the Toronto-based annuity product data, just announced a new tool, based on research by annuity guru Moshe Milvesky, that enables advisors to do side-by-side comparisons of annuity contracts....
View ArticleWhat To Tell Nervous (Older) Clients Now
During market turmoil, the messages from “retirement income” advisors to their clients should be substantially different in their content from the messages that investment advisors typically send to...
View ArticleVoya: From Orange to Origami
Almost four years after its IPO, Voya (formerly ING-US) has rebranded, retooled itself as a fixed indexed annuity shop and launched an ad campaign featuring origami rodents that talk. But it is still...
View ArticlePolicy Forecast: Gloom with a Chance of Doom
At the Employee Benefit Research Institute's policy forum in D.C. last week, retirement policy experts were not cheerful about the coming inauguration, and some feared that retirement security will...
View ArticleFinancial institutions brace for DOL haircut
A recent survey of executives at banks and credit unions showed that the typical U.S. financial institution can expect a 17% fall in revenue from investment services because of the impact of the DOL...
View ArticleTrump rally could be sign of trouble ahead: TrimTabs
“ETF flows tend to be a good contrary indicator when they become extreme, so the buying frenzy doesn’t bode well for U.S. equities,” said David Santschi, CEO at TrimTabs
View ArticleXmas Cheer: The Debt Is Not Our Biggest Problem
Why do so many pundits and politicians, including the future director of the Office of Management and Budget, beat the debt drum so loudly and so often? It’s one of the most effective, and most...
View ArticleAIG offers fixed-rate annuity with an income rider
The product offers a 1.5% annual return for seven years and, for 95 basis points a year, a living benefit with a 7.5% simple-interest annual deferral bonus during the first 10 years. The payout rate...
View ArticleIn November, money shifted from bonds to (passive) equities: Morningstar
For the first time in 2016, active intermediate-term bond funds saw monthly outflows, which totaled $4.0 billion in November. However, the category is in the black for the year with $46.8 billion of...
View ArticleHonorable Mention
Brief or late-breaking items from Security Benefit Life, the Department of Labor, Global Atlantic Financial Group and Prudential Financial.
View ArticleRIJ will return on January 5
Retirement Income Journal wishes all of its readers and strategic partners a Merry Christmas, Happy Hanukah and Happy New Year. We will publish next on January 5, 2017.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleWhat To Tell Nervous (Older) Clients Now
During market turmoil, the messages from “retirement income” advisors to their clients should be substantially different in their content from the messages that investment advisors typically send to...
View ArticleVoya: From Orange to Origami
Almost four years after its IPO, Voya (formerly ING-US) has rebranded, retooled itself as a fixed indexed annuity shop and launched an ad campaign featuring origami rodents that talk. But it is still...
View ArticlePolicy Forecast: Gloom with a Chance of Doom
At the Employee Benefit Research Institute's policy forum in D.C. last week, retirement policy experts were not cheerful about the coming inauguration, and some feared that retirement security will...
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