To make small advisory accounts cost-efficient, Voya uses white-label...
“We’ve been watching assets migrate to the mutual fund complexes and away from our broker dealer. We wanted to create a product to help capture those accounts,” Voya's Andre Robinson told RIJ.
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 ArticleNo Retirement Account Left Behind
"Auto-portability" would consolidate a plan participant's old accounts into his or her current account, automatically. Spencer Williams and Tom Johnson of Charlotte-based Retirement Clearinghouse have...
View ArticleExpect Sharp Drop in VA Sales: LIMRA
'We are seeing a significant shift in the annuity market,” said Todd Giesing, assistant research director at LIMRA's Secure Retirement Institute. 'We have to go back 20 years—to 1995—to find when the...
View ArticleTest Your Reverse Mortgage IQ
To benchmark the public’s level of knowledge about HECMs, The American College’s New York Life Center for Retirement Income sponsored a survey that included a 10-question quiz. We invite you to take...
View ArticleHonorable Mention
Brief or late-breaking items from E*Trade, Personal Capital, MassMutual, Northwestern Mutual, State Street Global Advisors, and Pershing/BNY Mellon.
View ArticleVanguard publishes ‘How America Saves,’ its 401(k) almanac
Among participants entering Vanguard plans for the first time in 2015, about 80% were invested entirely in a professionally managed allocation. By 2020, the average will be about 68% for all...
View ArticleSocial Security, still designed for ladies who’ve vanished
Two proposed changes to Social Security would help the program meet the needs of divorced women and single-mothers--needs that weren't considered when the program was created, according to the Center...
View ArticleWas that a zig (or a zag) on interest rate policy?
“I know market participants really want to know exactly what’s going to happen,” Fed chair Janet Yellen said in a speech in Philadelphia this week. “There is, as I said about 18 times, no preset plan.”
View ArticleAt IRI Legal Conference, Lawyers Parse the “Fiduciary Rule”
The Department of Labor decided not to send an invited panelist the Insured Retirement Institute's Government, Legal and Regulatory Conference on Monday--perhaps because the IRI is party to a federal...
View ArticleWhere the Fiduciary Puck is Headed
'As a practical matter, the DOL rule killed the business of single product sales, and ushered in an era based on process,' said David Macchia, founder of Wealth2k, in a timely webinar this week....
View ArticleHere’s your copy of NAFA’s suit against the DOL
The National Association of Fixed Annuities' suit asks the federal court in the District of Columbia to vacate the DOL’s new fiduciary or conflict-of-interest rule, which could make it harder for...
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 ArticleExpect Sharp Drop in VA Sales: LIMRA
'We are seeing a significant shift in the annuity market,” said Todd Giesing, assistant research director at LIMRA's Secure Retirement Institute. 'We have to go back 20 years—to 1995—to find when the...
View ArticleTest Your Reverse Mortgage IQ
To benchmark the public’s level of knowledge about HECMs, The American College’s New York Life Center for Retirement Income sponsored a survey that included a 10-question quiz. We invite you to take...
View ArticleAt IRI Legal Conference, Lawyers Parse the “Fiduciary Rule”
The Department of Labor decided not to send an invited panelist the Insured Retirement Institute's Government, Legal and Regulatory Conference on Monday--perhaps because the IRI is party to a federal...
View ArticleThe Cinderella Annuity
Has the time finally arrived for the variable income annuity? At TIAA, where the VIA was invented, they say it never left. New research from the TIAA Institute compares the VIA with a variable annuity...
View ArticleVoya Launches Quest Indexed Annuities
The new contracts are aimed primarily at the independent broker-dealer channel and offer a lifetime income option, said Chad Tope, Voya Financial's president of Annuity and Asset Sales.
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