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 ArticleInsurance U. Becomes Retirement U.
Conceived by Solomon Huebner (pictured in the 1950s) to give life insurance salesmen a professional gloss, The American College has, with money from New York Life, become Retirement Income U. Its RICP...
View ArticleWhat Social Media Can Teach Retirement Marketers
Target marketers, the word "retirement" is a buzzkill. That's what sociologists at research startup MotivIndex concluded after studying Facebook threads, Instagram feeds, and LinkedIn posts.
View ArticleScaling Retirement Solutions
At the EDHEC Risk Institute in France, financial researchers are trying to figure out how advisors can leverage technology to "mass customize" the goal-based approach to retirement income planning. It...
View ArticleStan the Annuity Man Goes (Almost) Robo
Insurance super-agent Stan Haithcock, aka Stan the Annuity Man, says that his new cluster of annuity sales websites position him to become the first truly direct seller of fixed annuities in the...
View ArticleBad Apples in the Brokerage Business
A new study from the University of Chicago asserts that "some [brokerage] firms 'specialize' in misconduct and cater to unsophisticated consumers." Overall, 7.28% of registered brokers and investment...
View ArticleAmericans like Robo-Advice: Survey by Capital One Investing
The survey also showed that Americans would rather lose weight or travel than save for retirement.
View ArticleNew business for Prudential Retirement
Prudential's three new plan sponsors—CCC Group, AccentCare, Inc., and LJT & Associates, Inc.—have combined plan assets of $66 million and about 18,000 participants.
View ArticleJackson National posts record pre-tax operating income
The indirect wholly owned subsidiary of the United Kingdom’s Prudential plc reported sales and deposits of $27.9 billion in 2015.
View ArticleCerulli sees convergence of technology and goal-based planning
"Clearing away the clutter of multiple accounts has allowed sponsor firms to build better tools for goals-based planning," said a Cerulli analyst.
View ArticleMore private equity for new indexed annuity firm
Kuvare Holdings intends to “deliver diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth...
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 ArticleWhat Social Media Can Teach Retirement Marketers
Target marketers, the word "retirement" is a buzzkill. That's what sociologists at research startup MotivIndex concluded after studying Facebook threads, Instagram feeds, and LinkedIn posts.
View ArticleScaling Retirement Solutions
At the EDHEC Risk Institute in France, financial researchers are trying to figure out how advisors can leverage technology to "mass customize" the goal-based approach to retirement income planning. It...
View ArticleStan the Annuity Man Goes (Almost) Robo
Insurance super-agent Stan Haithcock, aka Stan the Annuity Man, says that his new cluster of annuity sales websites position him to become the first truly direct seller of fixed annuities in the...
View ArticleConfronting the Fiscal Bogeyman
'The solution... is to fix the problem of deficient demand not by attempting to further loosen monetary conditions, but by boosting public spending,' says our guest columnist, an economist and author...
View ArticlePhyllis Borzi, Savior of Tax Deferral
The DOL wants the investing experience of IRA rollover owners to look and feel like the experience that IRA rollover owners knew when they were participants—an online, low-cost, education-oriented,...
View ArticleProof that SPIAs Still Make Sense
Even when interest rates are low, adding a lifetime income annuity to a fund portfolio 1) reduces the risk of portfolio ruin, 2) increases current income, and, 3) if the portfolio is shifted toward...
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