The Bucket
Brief or late-breaking items from T. Rowe Price, Wealth-X, MassMutual, Voya, AARP, JPMorgan and BNY Mellon Fiduciary Solutions.
View ArticleIndustry-sponsored legal study attacks ‘robo-advisors’
A recent paper by D.C. attorney Melanie Fein argues that “Robo-advisors do not provide personal investment advice, do not meet a high standard of care for fiduciary investing, and do not act in the...
View ArticleThe Bezzle Years
John Kay, a visiting professor of economics at the London School of Economics, describes the happy feeling that precedes our realization that we've bought a pig in a poke.
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 ArticleWill the 'BIC' Affect QLAC Sales?
We're talking about the DOL's proposed Best Interest Contract exemption and sales of Qualified Longevity Annuity Contracts. "Most firms will just pass on this uncertainty and risk," said Caleb...
View ArticleTakeaways from the FPA Conference in Boston
At the Financial Planning Association's Business and Education Conference in Boston last weekend, Bill Reichenstein talked about tax-efficient withdrawal strategies, Steve Deschenes made a case for...
View ArticleGo Ahead, Buy the Harley
New research in the Journal of Personal Finance shows why retirees can spend 20% more in early retirement than the 4% rule allows. In our latest research roundup, we also highlight research on aging,...
View ArticleStock Market Volatility and Investors' Trust
Households mistrust discount brokers the most, followed by full-service brokers and banks, writes our guest columnist, a director at Consumer Financial Decisions - Strategic Business Insights....
View ArticleLongevity growth begins to slow: Society of Actuaries
“People are living longer, but longevity is increasing at a slower rate than previously available data indicated," said Dale Hall, managing director of research at SOA.
View ArticleFinancial Engines offers call center support to rank-and-file participants
While participant interest in online advisory services is strong (60%), interest in services that included access to financial advisors is even stronger (68%), a new survey by Financial Engines shows.
View ArticleBank annuity fee income dips 4.1% in first half of 2015
Wells Fargo & Company (CA), Morgan Stanley (NY), and Raymond James Financial, Inc. (FL) led all bank holding companies in annuity commission income in first half 2015.
View ArticleThe Bucket
Brief or late-breaking items from Conning Research, Milliman, the Dutch Pensions Federation, the Society of Actuaries,TrimTabs, Morningstar, Voya Financial, LIMRA and UBS.
View ArticleRIIA’s RMA designation goes online
The course is designed for financial advisors with at least three years’ experience who want to master RIIA's retirement planning advisory process and "View Across the Silos" approach to serving...
View ArticleThe Link between Inequality and ‘Retirement Readiness’
“In North America – alone among regions – the population share of the middle class exceeds their share of wealth: in other words, the middle class as a group have less than average wealth," says the...
View Article'De-Risky' Business
Prudential has dominated the burgeoning market in jumbo pension buyouts. In the week following Prudential deals with JC Penney and Philips Electronics, RIJ spoke with Peggy McDonald (above), an...
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 ArticleGo Ahead, Buy the Harley
New research in the Journal of Personal Finance shows why retirees can spend 20% more in early retirement than the 4% rule allows. In our latest research roundup, we also highlight research on aging,...
View Article'De-Risky' Business
Prudential has dominated the burgeoning market in jumbo pension buyouts. In the week following Prudential deals with JC Penney and Philips Electronics, RIJ spoke with Peggy McDonald (above), an...
View Article