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 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 ArticleRetireUp Turns Pro
RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design...
View ArticleDC Plans: Can Everyone Win?
'If we have a retirement crisis, it may well be one of funding entitlements, maintaining existing tax preferences, and a lack of personal prioritization when it comes to saving,' writes our guest...
View ArticleAmerica's Tax-Cut Peronists
'Facts used to matter in Washington, at least a little bit. But this is no longer the case in the age of Trump, at least not when it comes to taxes,' writes the MIT Sloan School professor and former...
View ArticleTrump expected to name Powell as Fed chair today
Powell, an attorney, joined the central bank's board of governors in 2012 under President Barack Obama and was renominated in 2014.
View ArticleThe 80/20 rule (more or less) applies to Registered Investment Advisors
'Billion-dollar RIAs are becoming formidable competitors for B/Ds,' according to new research from Cerulli Associates.
View ArticleNew Morningstar tool supports “best interest” rollover recommendations
Using the tool, advisors can determine, demonstrate, and document whether a proposal is in the investor's best interest, according to Morningstar.
View ArticleNAFA partners with message encryption provider
'Our members and their clients should have access to a private and secure channel for sharing documents and sending messages,' said Chip Anderson, executive director of NAFA, in a release.
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 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 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 ArticleRetireUp Turns Pro
RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design...
View ArticleHope, Despair: SPARK Forum Has It All
At SPARK's retirement conference, Millennium Trust, Paychex and GuidedChoice announced a new workplace IRA plan. Bill Meyer pitched his Social Security-centric planning tool. And BlackRock hinted at...
View ArticleLessons from Tax Reform School
Our guest columnist, a veteran of the 1986 federal tax overhaul, reveals the kind of chain reaction that can occur when you change the tax code.
View ArticleLegal Limbo: Attorneys Await DOL Resolution
At the ALI-CLE's recent conference on securities and insurance law, Tim Pfeifer described new developments in the annuity world. Todd Solash and Merry Mosbacher spoke for and against FIAs, respectively.
View ArticleJackson issues new IOVA for private wealth and trust market
'Many of these entities haven’t traditionally utilized annuities in their practices,' said Justin Fitzpatrick, head of Private Wealth & Trust at Jackson National Life Distributors LLC. 'We’re...
View Article‘Auto-portability’ undergoes its first test
Retirement Clearinghouse, which hopes to launch auto-portability as a business, claims that it will help staunch the “leakage” of savings from 401(k) plans. RCH piloted the technology at a North...
View ArticleAIG indexed annuities to offer PIMCO custom index
'The Index aims for a high equity allocation in up markets and has the ability to allocate up to 100% equities. In down markets, allocations can be quickly shifted to fixed income to help reduce...
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