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Cover Stories

The New 'Big O'?

by Kerry Pechter

The New 'Big O'?

Tue, Feb 08, 2011

The revelation of a novel share class of variable annuities--its working title is "O" shares--was perhaps the most interesting piece of news that emerged from the IRI Marketing conference in Washington, D.C., last week.

A New Cylinder for Financial Engines

by Kerry Pechter

A New Cylinder for Financial Engines

Wed, Feb 02, 2011

Income+, a process-driven, product-neutral income program for 401(k) managed account clients, could alter the competitive landscape of the retirement industry.

A Death in the Family, Part II

by Kerry Pechter

A Death in the Family, Part II

Tue, Jan 25, 2011

Forget "death panels." Loving, decisive words from a doctor helped this dying pianist decide to let go of her life. The conclusion of a two-part story.

A Death in the Family, Part I

by Kerry Pechter

A Death in the Family, Part I

Wed, Jan 19, 2011

For the very old and their families, preservation of life often competes with preservation of finances. Here's how one California family coped with an elderly mother's death. (The first of two parts.)

News

What the ‘Lifetime Income Disclosure Act’ may mean for you

Wed, Feb 09, 2011

The bill would require benefit statements to include the annuity equivalent of an employee’s benefit, while providing a "clear path to avoid liability."

Morningstar introduces ETF analysis tool

Wed, Feb 09, 2011

The new tool will measure tracking error, estimated holding cost, market impact cost, and portfolio concentration.

Furor in Netherlands over cause of pension losses

Wed, Feb 09, 2011

A Dutch TV program accuses the country's pension fund managers of over-weighting equities for the past two decades.

December hedge fund inflow “bullish”: TrimTabs

Wed, Feb 09, 2011

“While the S&P 500 still sits about 8% south of its year-end 2007 level, our Hedge Fund Index is up about 8%," said Vincent Deluard of TrimTabs.

Big gender discrepancy in UK savings

Wed, Feb 09, 2011

British women have a median balance of just £9,100 ($14,620) in their defined contribution “pension pots,” while men have a median balance of £52,800 ($84,820).