Dream-House Shopping in Costa Rica
The house was for sale. Its mystical vibe seduced them into paying $150,000 in cash. Monkeys, sloths, macaws, butterflies and gekkos would be their neighbors as the couple aged. 'It was definitely...
View ArticleMás o Menos: Ticos Cheerfully Eke By
With 4.8 million people, Costa Rica’s problems are comparable to those of a big U.S. city, like Los Angeles or Chicago. Yet the tensions of a large U.S. city seem absent here, as the famously warm and...
View ArticleIs (or Isn't) Time Running Out for the Fiduciary Rule?
Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last June, and that it may be hard to stop the rule--or even delay the April 10 applicability date--without...
View Article‘We’re the Kasparov Inside’
‘I’ve been on the bleeding edge as much as I’ve been on the leading edge, and it’s not always a comfortable place to be,’ said Judson Bergman, Chairman and CEO of Envestnet (above).
View ArticleHow Ticos Turn DC Savings to Income
Retirees can take a monthly income equal to 1/12 of the earnings on their DC savings, or they can take a “scheduled withdrawal” where their accumulation is divided by their life expectancy, and they...
View ArticleKill Bills: Republicans attack ‘safe harbor’ for state auto-IRAs plans
The move was applauded by the National Association of Insurance and Financial Advisors and the Investment Company Institute. It was condemned by the National Conference on Public Employee Retirement...
View ArticleWhere HR meets social media, Blackstone will be there
Blackstone's private equity funds have purchased human resource administration platform Aon Hewitt from Aon plc for $4.8 billion, at a time when HR is moving to the 'cloud' and tapping into social...
View ArticleLincoln Financial adds fee-based options to VAs and FIAs
In addition to creating a fee-based version of the Lincoln Core Capital indexed annuity, Lincoln has added fee-based versions of its Covered Choice 5 and Covered Choice 7 indexed annuities.
View ArticleVoya launches ‘Journey’ indexed annuity
Returns are pegged to either the J.P. Morgan Meridian Index and the Citi Dynamic Asset Selector 5 Excess Return Index, Voya said in a release this week.
View ArticleA Safe Harbor is in Jeopardy
We shouldn’t deprive workers of 'bread' on the chance that brokers will be able to sell 'cake' to their employers.
View ArticleWealth, like cream, keeps rising to the top
The investable assets of households with between $1 million and $10 million grew by $809 billion last year, to a total of $17.8 trillion, according to a study of wealth distribution in the U.S. by...
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 ArticleMás o Menos: Ticos Cheerfully Eke By
With 4.8 million people, Costa Rica’s problems are comparable to those of a big U.S. city, like Los Angeles or Chicago. Yet the tensions of a large U.S. city seem absent here, as the famously warm and...
View ArticleIs (or Isn't) Time Running Out for the Fiduciary Rule?
Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last June, and that it may be hard to stop the rule--or even delay the April 10 applicability date--without...
View Article‘We’re the Kasparov Inside’
‘I’ve been on the bleeding edge as much as I’ve been on the leading edge, and it’s not always a comfortable place to be,’ said Judson Bergman, Chairman and CEO of Envestnet (above).
View Article'A Dangerous Time in History'
The current investment narrative is based on the assumption that Trump will be a reflationary president, says our guest columnist, the chief investment strategist at Pension Partners LLC. He urges us...
View ArticleWill Trump Derail the Fed's Game Plan?
'If the Fed can engineer a record-breaking length period of expansion, why in the world would anyone want to tinker with the process?' writes the blogger at NumberNomics.com, a former senior economist...
View ArticleIndexed annuity sales hurt by fiduciary rule: LIMRA SRI
'Until there is some clarity on the DOL fiduciary rule, the Institute expects sales to continue to drop in 2017,' said Todd Giesing, assistant research director of the LIMRA Secure Retirement Institute.
View ArticleTrump rally takes unexpected direction: Morningstar
In January, investors put $30.6 billion into U.S. equity passive funds, down from $50.8 billion in December 2016, the report showed. On the active side, investors pulled $20.8 billion out of U.S....
View Article