The Bucket
Brief or late-breaking items from Great-West Lifeco, fi360, SunGard and Cerulli.
View ArticleVideo: A Chat with Morningstar's Retirement Solutions Group
In this seven-minute video, RIJ editor Kerry Pechter interviews Nathan Voris, the large market practice leader, and Jeremy Stempion, the director of investments, of the Retirement Solutions Group of...
View ArticleHow life insurers can succeed over the next decade: McKinsey
"Individual annuities have soaked up more than a third of industry capital and have created less than 20 percent of value," according to a new white paper from McKinsey & Co.
View ArticlePublicly traded life insurers repurchased $4.9 billion in shares in 2013:...
Some of the repurchase activity in 2013 was driven by the 67% increase in life/annuity share prices and the desire to offset the dilutive effect of in-the-money stock options and warrants on earnings...
View ArticleRetirePreneur: Fred Barstein
The founder of The Retirement Advisor University and author of the NAPA Net newsletter has just finished hosting the NAPA (National Association of Plan Advisors) annual conference in New Orleans.
View ArticleHonesty really is the best corporate policy, writes EST founder
Werner Erhard, the former salesman who reinvented himself as a self-help guru, who was vilified on '60 Minutes' but later vindicated, wants to restore integrity to the world of finance.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleTwo Advisers, Two Strong Opinions of FIAs
If annuities in general incite controversy, FIAs are easily the most polarizing annuities. Just listen to what Howard Kaplan, an LPL adviser in the New York area, and Harry Keller, a Philadelphia-area...
View ArticleIn Radical Move, Britain Deregulates Retirement
“Pensioners will have complete freedom to draw down as much or as little of their pension pot as they want, any time they want,” said the UK Chancellor of the Exchequer, George Osborne (pictured with...
View ArticleManaged-Vol: Bromide for Queasy Retirees
Managed-volatility funds can adequately address the income volatility worries of many high net worth retirees, say Milliman and Jefferson National, both of whom are pitching such funds.
View ArticleBill Sharpe's New Retirement Blog
On the verge of his 80th birthday, Sharpe, who won the 1990 Nobel Prize for his Capital Asset Pricing Model, has been writing a blog that documents his work on an open-source software tool that can...
View ArticleOrange You Glad the Re-branding Campaign is Almost Over?
“Orange signals our optimism,” Ann Glover, the CMO of Voya Financial, told RIJ in talking about the importance of Voya's keeping the ING color as it separates from ING Group. ING US is nearing the end...
View ArticleThe Changing Face of Global Risk
As was the case during the global financial crisis, investors today seem to be having difficulty in estimating, pricing, and hedging a variety of tail risks properly, writes NYU professor and...
View ArticleA TDF reformer/designer calls today’s TDFs “time bombs”
In a new handbook (free to RIJ subscribers), West Coast pension consultant Ron Surz and two co-authors warn that retirement plan fiduciaries may be held responsible if another bear market inflicts as...
View ArticleDon’t neglect the ‘middle market’: LIMRA SRI
With so many advisers and companies focusing on the high net worth investor market, America's 13 million middle-market investors continue to be neglected and underserved. Therein lies opportunity,...
View ArticleGenworth survey probes financial apathy
Many Americans regard financial products as too complex, or say they don’t have time to learn about finance, or are uncertain about how to get started, according to an online poll sponsored by...
View ArticleThe Bucket
Brief or late-breaking items from New York Life, Allstate, and Guardian Life.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleIn Radical Move, Britain Deregulates Retirement
“Pensioners will have complete freedom to draw down as much or as little of their pension pot as they want, any time they want,” said the UK Chancellor of the Exchequer, George Osborne (pictured with...
View ArticleManaged-Vol: Bromide for Queasy Retirees
Managed-volatility funds can adequately address the income volatility worries of many high net worth retirees, say Milliman and Jefferson National, both of whom are pitching such funds.
View Article