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 ArticleWith ‘Fidelity Go,’ Fido Goes Robo
Although Schwab and Vanguard have a head start in this space, “I don’t think Fidelity has lost anything by waiting,” William Boland, an analyst with Aite Group, told RIJ.
View ArticleAdvisors: Give this 'Tilt' a Whirl
Last month, we reported on John Walton's "tilt" method of fine-tuning systematic withdrawals in retirement. New research by the Texas hydrologist-turned-retirement income specialist combines tilting...
View ArticleYale, MIT and NYU Sued over Retirement Plan Fees
The universities' retirement plans were the latest to be sued by the law firm of Jerome Schlichter (pictured at his office in St. Louis) for violations of fiduciary duty. The suits charge that the...
View ArticleVanguard continues to dominate mutual fund flows: Morningstar
“Cost definitely plays an important part [in Vanguard’s success], but it’s not the only reason,” Morningstar’s Alina Lamy (pictured) told RIJ. “A lot of it has to do with quality and transparency, as...
View ArticleDemand for retail “institutional” funds to accelerate: Strategic Insight
Distributors are likely to apply the standards of the DOL fiduciary (or "conflict of interest") rule to all client money, not just qualified assets, said Dennis Bowden (pictured), lead author of a new...
View ArticleAdvisors in limbo regarding DOL rule
More than four in ten advisors (43%) said they may plan to expand services offered to more holistic planning and 26% may plan to focus on non-qualified accounts, according to a new Nationwide survey.
View ArticleLull in “fintech” funding observed
A new KPMG report attributed the drop to “a tougher climate for marketplace lenders and a drop in mega-round activity.”
View ArticleT. Rowe Price reports on trends in its retirement plans
The average deferral rate among T. Rowe Price plan participants was 7%, far below the recommended level of 15% (which includes the employer match). About one-third of participants are not deferring...
View ArticleTIAA creates fund to invest in ‘super-regional’ malls
Super-regional malls are “a distinctly strong and stable performer throughout multiple cycles,” said Suzan Amato, managing director of TIAA Global Asset Management.
View ArticleRIJ Takes a Two-Week Vacation
Retirement Income Journal will not appear on August 25 or September 1. The editorial staff is taking its annual vacation. We'll return with the September 8, 2016 issue. Thank you to all of our...
View ArticleAIG Tops Annuity Sales Chart Again
Eight years after collapsing under the weight of CDS losses and four years after emerging from federal ownership, AIG is again atop the annuity sales charts, with $9.78 billion sold in the first half...
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 ArticleYale, MIT and NYU Sued over Retirement Plan Fees
The universities' retirement plans were the latest to be sued by the law firm of Jerome Schlichter (pictured at his office in St. Louis) for violations of fiduciary duty. The suits charge that the...
View ArticleAIG Tops Annuity Sales Chart Again
Eight years after collapsing under the weight of CDS losses and four years after emerging from federal ownership, AIG is again atop the annuity sales charts, with $9.78 billion sold in the first half...
View ArticleThe Essence of Goal-Based Investing
Goal-based investing is more than just mental accounting that assigns labels like “house,” “college” or “retirement” to different pots of money. It's ultimately about risk management, as we learned...
View ArticleJackson National and the Rolling Stones. Of course.
Sponsored by the British-owned, Michigan-based insurer, a massive traveling exhibit called "Exhibitionism" will feature the personal memorabilia of Mick Jagger, Charlie Watts, Keith Richards and...
View ArticleThe Cost of Retirement Age Uncertainty
At age 23, Americans would give up as much as $1 out of every $25 of future personal spending to know exactly what year they would retire, a new research paper suggests. Is there a market for...
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