Beware equity bubble in Europe: Cerulli
"Asset managers should enjoy the QE bonus flows while they last. But the pattern is unlikely to be different from previous cycles, and the end may already be in sight," a Cerulli analyst said.
View ArticleWhat happens when 'the Fed yields'?
'We would prefer to see the Fed depart from its zero interest rate policy (ZIRP) sooner rather than later,' say analysts at BlackRock Investment Institute.
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 ArticleEngland Swings (Away from Annuities)
Until April 6, most Britons bought annuities with their DC savings. Now they can do as they wish with those ‘pension pots.’ BlackRock and AllianceBernstein see opportunity.
View ArticleA Two-Headed Nightmare: The Robos and the DOL
The Amazon-ification of financial services will eventually disintermediate tens of thousands of financial salespeople. If you didn't get the memo already, consider the conflict-of-interest proposal a...
View ArticleMetLife launches QLAC as plan distribution option
Participants in plans with MetLife group annuity contracts can put 25% of their qualified savings (up to $125,000) into this new deferred income product, whose premium can be excluded from RMD...
View ArticleAre Most Glide Paths Upside Down?
Investing in equities early in the lifecycle, when balances are low, offers little advantage and may even discourage young investors who suffer losses. So says one of the studies in this roundup of...
View ArticleRetirePreneur: Matt Carey
Matt Carey is the CEO and co-founder of Abaris Financial (myabaris.com), a direct-to-consumer online platform for income annuities.
View ArticleOnly 10% of Americans 'very satisfied' with financial situation
If you add up the people who have a retirement plan but don't participate with the unemployed and the people who have no workplace plan, 68% of adults aged 25-64 did not participate in a plan. So says...
View ArticleLincoln’s new FIA links to risk-controlled S&P500 Index
The interest credited on the new OptiBlend option is based on the performance of the S&P 500 Daily Risk Control 5% Index.
View ArticleQuote of the Week
“We’re not doing anything really fancy or sexy, it’s really basic stuff. The fund business is so different than banking. One, it is an agency business so you as an investor in a fund take all the...
View ArticleDecumulation? Most Americans don’t know the concept
More than half of those with retirement savings have no distribution plan for how they will access or stretch their money once they retire, with one in five not giving this any thought at all,...
View ArticleA new type of risk tolerance assessment, from FinMason
FinScore determines risk tolerance by showing people two portfolios and letting them decide which one they like more, not unlike the way an optometrist measures a person’s vision.
View ArticleStowe succeeds Wells at Jackson National Life
Jim Sopha, chief operating officer, will assume the role of president of Jackson, reporting to Stowe.
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 ArticleA Two-Headed Nightmare: The Robos and the DOL
The Amazon-ification of financial services will eventually disintermediate tens of thousands of financial salespeople. If you didn't get the memo already, consider the conflict-of-interest proposal a...
View ArticleMetLife launches QLAC as plan distribution option
Participants in plans with MetLife group annuity contracts can put 25% of their qualified savings (up to $125,000) into this new deferred income product, whose premium can be excluded from RMD...
View ArticleAre Most Glide Paths Upside Down?
Investing in equities early in the lifecycle, when balances are low, offers little advantage and may even discourage young investors who suffer losses. So says one of the studies in this roundup of...
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