Prudential in Malaysian joint-venture
A new subsidiary of Prudential will hold 70% of the shares of Uni.Asia Life Assurance Berhad.
View ArticleThe Principal to deregister as an S&L
During the deregistration process, Principal Bank narrowed its activities to those of a limited purpose trust savings bank.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleIs There a Retirement Crisis or Not?
Two recent reports from different organizations paint very different portraits of retirement readiness in the U.S.
View ArticleComment: Goodbye, Mature Market Institute
Last spring, MetLife pulled the plug on its popular, respected thought-leadership unit after a 15-year run. Did the decision signify a loss of faith in the Boomer retirement opportunity?
View ArticleA Liquidity Option for DIAs?
The desirability and feasibility of allowing owners of deferred income annuities to convert income streams to lump sums was discussed at the American Law Institute's Continuing Legal Education...
View ArticleThe Equities Outlook for 2014
Even though stock prices have surged, both dividends and earnings have kept pace. Prices therefore appear to be reasonable going into 2014, according Ron Surz, who analyzes the markets from San...
View ArticleProbing the Minds of Advisers
Manufacturers trying to build retirement income solutions for advisers face the fact that advisers vary widely in their approaches to retirement planning, says Howard Schneider of Practical...
View ArticleRetiremEntrepreneur: Borden Ayers
Borden Ayers is creator of the Retirement Management Executive Forum, a unit of Diversified Services Group in Philadelphia. The RMEF hosts meetings where executives from 33 select retirement companies...
View ArticleThe latest 401(k) stats from EBRI
At year-end 2012, 15% of the assets in the EBRI/ICI 401(k) database were invested in target-date funds and 41% of 401(k) participants in the database held target-date funds.
View ArticleEquity funds gain record $352bn; bond funds lose record $86bn
“The Fed finally succeeded last year in its long-running campaign to coax fund investors to speculate. The ‘great rotation’ that some market strategists long anticipated is under way,” said Davd...
View ArticlePrivate pension funding level rises 18 points in 2013
Public defined plans, endowments and foundations benefited in December from the equity rally as well as their holdings in private equity, according to BNY Mellon’s Investment Strategy & Solutions...
View ArticleBroadridge unit signs DCIO service deal with The Standard
The new portal allows firms offering funds on The Standard recordkeeping platform to monitor sales across retirement plans and to understand the advisors selling those plans, according to a release.
View ArticleIn TPA merger, Retirement LLC–Series Two acquires Capella
“This is our third merger in the last 12 months and we have no plans to slow down in 2014," said Robert Krypel, CEO of Retirement LLC–Series Two.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleComment: Goodbye, Mature Market Institute
Last spring, MetLife pulled the plug on its popular, respected thought-leadership unit after a 15-year run. Did the decision signify a loss of faith in the Boomer retirement opportunity?
View ArticleA Liquidity Option for DIAs?
The desirability and feasibility of allowing owners of deferred income annuities to convert income streams to lump sums was discussed at the American Law Institute's Continuing Legal Education...
View ArticleProbing the Minds of Advisers
Manufacturers trying to build retirement income solutions for advisers face the fact that advisers vary widely in their approaches to retirement planning, says Howard Schneider of Practical...
View ArticleA Chat with Jackson's Cliff Jack
The executive vice president and head of retail at Jackson National Life (and former chairman of the National Association of Variable Annuities) spoke with RIJ about the two kinds of advisers, about...
View Article