2017 was another big year for Vanguard funds: Cerulli
Vanguard’s total flows for year were over $207 billion (DFA was second with $31 billion).
View ArticleBlooom surpasses $2 billion in advised assets
The company, which helps 401(k) participants manage their accounts more effectively, claims that its median client will save $41,456 in investment fees over his or her working career.
View ArticleBook on mandatory ‘Guaranteed Retirement Accounts’ is reissued
The book is 'Rescuing Retirement,' by economist Teresa Ghilarducci of the New School and Hamilton James of BlackRock. Rush Limbaugh once called Ghilarducci 'the most dangerous woman in America' for...
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 ArticleThe Elusive ROI of Financial Wellness Efforts
Estimates for the return-on-investment from financial wellness programs vary. One source puts the savings at $50 per employee per year for every incremental (1 to 10) increase in average financial...
View ArticleSpain’s Pension Outlook: Sunny with a Chance of Austerity
To study the Spanish retirement system, RIJ has temporarily relocated to Seville. We start with a look at the public pension system (a contributory, pay-as-you-go system like Social Security in the US).
View ArticleFlat Rich: How Airbnb Saved the Quinteros’ Retirement
How a family in Seville, Spain, fixed their retirement income shortfall by investing in two Airbnb apartments in Barrio Santa Cruz, a magnet for lovers and other tourists.
View ArticleA ‘Blueprint’ to Sell Income Annuities Direct
Abaris Financial, founded in 2014 to market SPIAs, DIAs and QLACs online, has rebooted itself as Blueprint Income. It hopes to sell single-premium immediate and deferred annuities as well as...
View ArticleTax Cut Will Drive Global Growth: Chao
'The likelihood of an inverted yield curve in 2018 has been reduced, so the likelihood of a recession has been pushed out further into 2020 and beyond,' writes Chao, principal and Chief Investment...
View Article‘Missing’ group annuitants give MetLife a share shock
“It's not just embarrassing, it could cost MetLife future business,” wrote Canadian pension blogger Leo Kolivakis, who follows global pension issues and insurance companies. A.M. Best affirmed...
View ArticlePrudential plays the ‘index card’
The PruSecure fixed indexed annuity offers one-, three-, and five-year index term options. Initial cap rates provide “up to a 32% return” based on the chosen index, credit term, and surrender period.
View ArticleHigh demand for bond mutual funds is ‘concerning’: TrimTabs
The inflow of $38.2 billion into bond mutual funds (MFs) and ETFs this month through Thursday, January 25 is on track to be the highest since October 2009, driven by an estimated inflow of $32.3...
View ArticleISO seeks to support opportunities of aging
Dementia, preventative care, ageing workforces, technologies and accessibility are just some of the areas of standardization that the committee proposes to work on, said ISO/TC 314 Secretary Nele...
View ArticleOutsourcing will persist in management of insurer general account assets:...
The 'pause that refreshes,' said the old Coca-Cola tagline. That's also how Cerulli characterizes the recent slowdown in the practice of assigning management of insurance carrier general account...
View ArticleWhy Bruce Springsteen Is America’s Most-Likely Income Annuity Buyer
Cannex, the Canadian-American annuity data shop, has just released its analysis of 2017 sales of immediate and deferred income annuities. It turns out New Jersey-ites buy the most income annuities,...
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 ArticleSpain’s Pension Outlook: Sunny with a Chance of Austerity
To study the Spanish retirement system, RIJ has temporarily relocated to Seville. We start with a look at the public pension system (a contributory, pay-as-you-go system like Social Security in the US).
View ArticleFlat Rich: How Airbnb Saved the Quinteros’ Retirement
How a family in Seville, Spain, fixed their retirement income shortfall by investing in two Airbnb apartments in Barrio Santa Cruz, a magnet for lovers and other tourists.
View Article