JourneyGuide: A New Income Planning Tool from Ash Brokerage
'We’re targeting a ‘soft launch’ in early November... followed with an official market release about a month later,” said Derek Trimble, CEO of JourneyGuide, a spin-off from Fort Wayne, In.-based Ash...
View ArticleFollow the Money: Vanguard’s new REIT II Index Fund draws $6.3 billion in...
Despite expectations of another interest rate hike this year, taxable bond remained the leading category group in September with $34.9 billion in flows overall, up from $27.5 billion in the previous...
View ArticleGoldman Sach’s workplace IRA will waive wrap fee in 2017
Workers who enroll in Goldman's Honest Dollar IRA will pay only fund fees (9 to 13 bps) and custodial fees until 2019.
View ArticleGAO and CBO publish major retirement analyses
You can find links to these reports here.
View ArticleIcon: An IRA for 'Gig' Workers
Icon will offer a portable IRA to workers at small companies as well as to independent contractors. State Street Global Advisors and Dimensional Fund Advisors will provide low-cost investments. Aspire...
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 ArticleDon't Mess Up a Good Thing
Fee-based indexed annuities have generous crediting terms. But unless fee-based advisors can decide how to bill clients for holding such a safe, low-maintenance product, they may not recommend the...
View ArticleAnnuity-Friendly Nominee at DOL
Preston Rutledge (above) is reported to be the Trump administration's nominee to lead the DOL's Employee Benefits Security Administration, which handles the fiduciary rule, et cetera. He's currently...
View ArticleJourneyGuide: A New Income Planning Tool from Ash Brokerage
'We’re targeting a ‘soft launch’ in early November... followed with an official market release about a month later,” said Derek Trimble, CEO of JourneyGuide, a spin-off from Fort Wayne, In.-based Ash...
View ArticleHonorable Mention
Edward Jones reaches $1 trillion is assets "under care," Milliman study shows MEPs funding status has improved, Concord Coalition criticizes Senate budget proposal, Jonathan Matta joins MassMutual...
View ArticleRuark tracks variable annuity living benefit utilization habits
For life insurers, the long-range profitability of variable annuity living benefit riders depends on policyholder behavior around surrenders, withdrawals and annuitization. Ruark Consulting tracks...
View ArticleU.S. life expectancy declines slightly: SoA
Using the MP-2017 improvement scale could reduce a pension plan's obligations by 0.7% to 1.0%, based on a 4% discount rate, the Society of Actuaries' latest estimates suggest.
View ArticleTaxes Will Be Cut But Not Reformed
'The odds of tax reform coming out of this conference are zero percent,' said former Treasury official Mark Iwry at the academic forum of the Defined Contribution Institutional Investments Association...
View ArticleWith “Ascend,” Voya Enters the Structured Variable Annuity Race
'It’s a new and improved version of a product that we created last year called Potential Plus,' said Chad Tope (pictured), president of Annuities and Individual Life Distribution for Voya Financial.
View ArticleHow pricey is your managed account? Check it out
In a new report, 'Beneath the Surface: What Americans are Paying in Advisory Fees,' the robo-advisor Personal Capital does its best to embarrass the wirehouses and big brokerages.
View ArticleTrick or Tweet
Uncertainty about tax legislation, and Congress’ apparent disinterest in 401(k)s except as a kind of piñata, lent a daffy, fatalistic tension to many of us at the ASPPA and LIMRA annual conferences,...
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 ArticleAnnuity-Friendly Nominee at DOL
Preston Rutledge (above) is reported to be the Trump administration's nominee to lead the DOL's Employee Benefits Security Administration, which handles the fiduciary rule, et cetera. He's currently...
View Article
