Cerulli: 30% of U.S. HNW investors identify as ‘self-directed’
More than half of high-net-worth investors have direct or online trading account balances between $500,000 and $1 million, according to the Boston-based research organization.
View ArticleJackson National Life income up 17% in 2014, a record
Jackson, a wholly owned subsidiary of Britain-based Prudential Plc, recorded sales and deposits of $28.3 billion in 2014, up 3% over 2013.
View ArticleThe Bucket
Brief or late-breaking items from ASPPA, Financial Engines, Prudential and Transamerica.
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 ArticleUBS Looks at Longevity and Annuities
For years, wealth managers have paid little attention to longevity risk or annuities. But times are changing, and even wirehouses like UBS are at least talking the longevity talk.
View ArticleLive, from NY: Daniel Kahneman
Kahneman, co-recipient of a Nobel Prize for his work on behavioral finance and author of the best-seller, 'Thinking Fast and Slow,' spoke with informative grace and humor at the IMCA conference in New...
View ArticleValue Investing for Retirement
“Purgatory is what I’m calling our set of forecasts,” said Ben Inker, GMO’s co-head of asset allocation, at the Morningstar Institutional Conference in Phoenix last week. “We won’t make much for seven...
View ArticleVanguard Answers a Retirement Riddle
Why do so many affluent retirees pinch pennies, when could enjoy life more? Sellers of annuities and long-term care insurance may be interested in the answers that Vanguard and a team of academics...
View ArticleNew York Life's new fixed deferred annuity has a GLWB
The Clear Income Fixed Annuity's lifetime withdrawal rider provides longevity risk protection income with more liquidity than a deferred income annuity, and is designed to compete well against fixed...
View ArticleThe Bucket
Brief or late-breaking items from MassMutual, the Investment Company Institute, 'Enrich Life Over 50,' and the German pension market.
View ArticleRetirePreneur: Chad Parks
Chad Parks, CEO and founder of Ubiquity Retirement + Savings, provides small businesses with affordable, easy-to-use retirement plans, including 401(k)s and IRAs.
View ArticleSenate hearing on retirement
A link on the next page will send you to a video of the March 12 hearing of the Senate Special Committee on Aging. Alicia Munnell of the Center for Retirement Research at Boston College and others...
View ArticleAs UK’s annuity mandate ends, NEST weighs alternatives
The National Employment Savings Trust (NEST), Britain's public workplace retirement plan option, believes that despite the end of forced annuitization, middle-class retirees will still need a default...
View ArticleMany rich people are DIY investors: Cerulli
Many high-net-worth investors use direct accounts to test their own investment ideas, provide liquidity, and even to shelter assets from their primary advisors,” the Boston-based research firm found.
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 ArticleLive, from NY: Daniel Kahneman
Kahneman, co-recipient of a Nobel Prize for his work on behavioral finance and author of the best-seller, 'Thinking Fast and Slow,' spoke with informative grace and humor at the IMCA conference in New...
View ArticleValue Investing for Retirement
“Purgatory is what I’m calling our set of forecasts,” said Ben Inker, GMO’s co-head of asset allocation, at the Morningstar Institutional Conference in Phoenix last week. “We won’t make much for seven...
View ArticleVanguard Answers a Retirement Riddle
Why do so many affluent retirees pinch pennies, when could enjoy life more? Sellers of annuities and long-term care insurance may be interested in the answers that Vanguard and a team of academics...
View Article