Financial / 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 ArticleBob Pozen Knows Retirement
'My proposal was to link the growth of Social Security benefits of the upper third of earners to CPI growth while letting the benefits of the lower third of earners continue to rise with the wage...
View Article'The Big Short' Is No Tall Tale
'The Big Short,' in which the actress Margot Roddie (above) provides exposition from her bath, is an excellent docudrama based on Michael Lewis' bestseller. It blames the financial crisis on...
View ArticleTales from the Annuity Frontier
Three pioneers in the creative use of annuities in retirement portfolios--Wade Pfau, Joe Tomlinson, and Steve Vernon--have created an "efficient frontier" for deferred income annuities in two reports...
View ArticleVideo: Income 'Roundtable' at The American College
Retirement income sources, including annuities, reverse mortgages, Social Security and LTCI, were topics of this two-hour seminar from the Retirement Income Certified Professional program at The...
View ArticleDo In-Plan Annuities Have a Future?
The latest evidence of the opinions of plan sponsors and plan providers on this topic comes to us via the “2015 Survey of Defined Contribution Viewpoints,” produced by Rocaton Investment Advisors. The...
View ArticleMetLife To Let VA Liabilities Go
Whether MetLife can or will avoid designation as a Systemically Important Financial Institution is uncertain, but it is clear "that MetLife will no longer write new U.S. retail life and annuity...
View ArticleThe Principal offers "simpler" indexed annuity
At a time when other indexed annuity issuers are experimenting with custom indices, this product links its performance only to the S&P 500, according to the issuer.
View ArticleAsset managers will face fee pressure in 2016: Cerulli
Europe currently accounts for just 18% of the world's ETF market, compared with the U.S.'s 70% slice, according to Cerulli analyst Barbara Wall. But she believes that big change is afoot.
View ArticleHow "streamlining" a retirement plan pays off
A team of Wharton School professors documented the positive effects of reducing the number of investment options at a large non-profit institution's retirement plan to 39 from about 90 funds.
View ArticleNow pitching for Voya: Allison 'Mom' Janney
In one of the commercials already on the air, an acorn-saving origami squirrel, fashioned from U.S. currency, teaches Ms. Janney about the importance of planning for retirement. The squirrel is Voya's...
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 Article'The Big Short' Is No Tall Tale
'The Big Short,' in which the actress Margot Roddie (above) provides exposition from her bath, is an excellent docudrama based on Michael Lewis' bestseller. It blames the financial crisis on...
View ArticleTales from the Annuity Frontier
Three pioneers in the creative use of annuities in retirement portfolios--Wade Pfau, Joe Tomlinson, and Steve Vernon--have created an "efficient frontier" for deferred income annuities in two reports...
View ArticleVideo: Income 'Roundtable' at The American College
Retirement income sources, including annuities, reverse mortgages, Social Security and LTCI, were topics of this two-hour seminar from the Retirement Income Certified Professional program at The...
View ArticleFed to roll over Treasuries as they mature
'Market participants desire certainty, but in the uncertain world in which we live, that desire is not consistent with the policy that would best achieve our objectives,' said William C. Dudley,...
View ArticleDanish bank offers retail robo-investing in ETF portfolios
'It is paramount that [ETF portfolios] are delivered to investors in a way that complements their digital habits,” said Michael Gruener, co-head of iShares EMEA Sales at BlackRock.
View ArticleAdvisors Provide Icing, But Retirees Need Cake
'I thought that, if given the right software, the retirement industry would use it to address the non-investment needs of the mass market. I was wrong,' writes our guest columnist, the president of...
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