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Research

Reliable Sources Disagree on July Fund Flows Data

by Editorial Staff

Tue, Aug 17, 2010

Morningstar and Strategic Insights both reported mutual fund and ETF flows for July, but the numbers didn't match. If you know why not, please write and tell us.

Why the Wealthy Should Buy SPIAs

Why the Wealthy Should Buy SPIAs

by Kerry Pechter

Tue, Aug 17, 2010

A recent study by a doctoral candidate at the University of Virginia examines all of the reasons why people don't buy income annuities--and reveals two hidden reasons why they should.

Which Are the Hottest VA Brands?

Which Are the Hottest VA Brands?

by Kerry Pechter

Fri, Aug 13, 2010

Who do advisors think of first when asked to name a variable annuity provider? The just-published 2010 Advisor Brandscape from Cogent Research reveals that and much more.

They're Relatively Well-Off

They're Relatively Well-Off

by Kerry Pechter

Sun, Jul 18, 2010

The median annual income for people over age 65 in the United States is only $18,000, including public assistance and financial help from friends and family. The average—skewed upward by the highest incomes—is almost $29,000.