How myths about the debt cause gridlock
Misplaced dread of the national debt is the sole point of bipartisan agreement in DC, explains economist Stephanie Kelton in the first 38 minutes of this video from the Hyman P. Minsky Conference at...
View ArticleTalking Annuities with Voya’s Carolyn Johnson
"Taking away the variability on the compensation—that’s generally a good thing,' said Johnson, CEO of the combined annuity and individual life insurance businesses at Voya Financial. "Voya hasn’t...
View ArticleHueler Income Solutions and NISA form alliance focused on retirement income...
'This collaboration allows us to enhance Hueler’s suite of services and delivery model for the benefit of our existing client base and to capitalize on new business opportunities to incorporate...
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 ArticleIn Target-Date Space, It’s Vanguard, Et Alia
Vanguard’s domination of TDF flows in recent years has paralleled its domination of overall mutual funds flows. Competitors search for ways to be different, but not too different.
View ArticleMortality Credits: Sweet and Sour
'The only way to get closer to meeting your spending goals is through some sort of partial annuitization strategy,' said Michael Finke, dean of The American College of Financial Services, at the...
View ArticleOvercoming Hurdles in the Variable Annuity Race
Prudential and AXA have remained among the perennial leaders of the variable annuity space by patiently tweaking existing products and exploiting niche opportunities.
View ArticleWhat to Do About Low Returns
The anticipated low return environment doesn't have to ruin your retirement plans, according to industry and academic speakers at the Pension Research Council's annual symposium, held May 4-5 at...
View ArticleReady for Take-Off? Or a Crash Landing?
'The Trump effect that carried the market through the end of April now shows some evidence of running out of steam,' writes our guest columnist, of Chao & Co., a retirement plan and fiduciary...
View ArticleRoll Over and Play Fair
The LIMRA Secure Retirement Institute's study of participant behavior around rollovers comes at a time when financial advisors need to talk about rollovers more carefully than in the past.
View ArticleFidelity expands 401k managed account business
Fidelity announced this week that it will offer fiduciary managed account services to retirement plans that Fidelity is not the recordkeeper for--and where it will compete with managed account...
View ArticleAverage 401(k) balances up 27% in five years: Fidelity
The post-election equities rally and higher contributions drove the average Fidelity 401(k) balance to a record $95,500 and the average IRA balance to a record $98,100 the end of Q1. (Average balances...
View ArticleMass Mutual has a new look
In explaining the logic of the new look, MassMutual pointed to some of the financial stresses felt by various U.S. demographic groups, which reflect a lack of income, of savings or of an ability to...
View ArticleHonorable Mention
Olivia Mitchell wins EBRI award, Tim Seifert to lead annuity sales at Lincoln Financial, and Brian Duperreault becomes AIG's new chairman and CEO.
View ArticleA mixed picture of life/annuity industry from A.M. Best
'Earnings from individual annuities business were strong, up 63% from 2015, due mainly to the Federal Reserve’s 25-basis-point interest rate increase during the fourth quarter and the decline in asset...
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 ArticleMortality Credits: Sweet and Sour
'The only way to get closer to meeting your spending goals is through some sort of partial annuitization strategy,' said Michael Finke, dean of The American College of Financial Services, at the...
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