In this video sponsored by Vanguard, Burton Malkiel, Princeton professor and author of "A Random Walk Down Wall Street," talks with RIJ editor Kerry Pechter about what "efficient market" means to him. The 10th edition of "A Random Walk" has just been published.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
Fri, Aug 12, 2011
The Society of Actuaries' recent book (available here in pdf form) puts the reader at the center of a web of hundreds of articles, research studies, other resources relevant to the risks and opportunities of Boomer retirement.
Mon, Aug 08, 2011
As an advisor, you can actually put clients in an annuity 'frame of mind.' These and other findings from behavioral finance research were presented at the 2011 Boulder Summer Conference on Consumer Financial Decision-Making last June.
Tue, Aug 02, 2011
Deferral bonuses, a key feature of many VAs, may not prevent contract owners from taking withdrawals, according to Milliman’s latest survey of issuers of VA guaranteed living benefits. Photo courtesy of Whimsicalwhisk.com.
Tue, Jul 26, 2011
Andrew Carnegie, founder of the non-profit Teacher's Insurance & Annuity Association, now TIAA-CREF, could not possibly have foreseen how his group annuity would lead to today's profitable trillion-dollar variable annuity industry.
In this edited version of a monthly bulletin from the Qwema Group, Moshe Milevsky (left) and Simon Dabrowski show advisors how to demonstrate the value of an income annuity to their clients.
Starting from a level of great wealth, North Americans and Europeans feel a sense of decline, while Asians, starting from a level of deep poverty, feel a sense of upward mobility and optimism, according to a recent global survey by HSBC.
Mon, Aug 15, 2011
About a third of the 65-and-older households that owned a home in 2009 had a mortgage, according to the Census Bureau’s American Housing Survey.
Tue, Aug 16, 2011
“This was one of the top-five best-selling quarters for indexed annuity sales,” said Sheryl J. Moore, president and CEO of AnnuitySpecs.com.
Tue, Aug 16, 2011
The average retirement age for men, which was 65 in 1962, fell to about 62 between 1985 and 1995 but has since risen to 64, according to a new paper from the Center for Retirement Research at Boston College.
Tue, Aug 16, 2011
Although taxpayers are allowed to make the exchanges, they have not been sure how to report the exchanges, or how the exchanges might affect their income taxes.
Tue, Aug 16, 2011
Brief and late-breaking items from ING, Strategic Insight, TrimTabs, Great-West Retirement Services, Brinker Capital, Frontline Compliance LLC, and John Hancock Retirement Plan Services.
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RIJ Publishing, 4340 Knollwood Dr., Emmaus, PA 18049, 610-965-3103
Retirement Income Journal is an online magazine dedicated to writing for and about the industry that has coalesced around the challenge of helping Americans turn their savings into secure lifetime incomes. This industry includes members of the insurance, asset management, banking, pension, structured products, reverse mortgage, information technology, financial planning and academic communities and the professional organizations that serve them.
Send editorial queries to kerry.pechter@retirementincomejournal.com.
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