Honorable Mention
Great American amends fee-based annuity contracts; Security Benefit issues two new index annuities; New mortality tables for pension plans issued by SOA; Fidelity offers in-plan income planning tools; State...
Honorable Mention
Honorable Mention
Fidelity launches a new international bond index fund; Nassau buys Foresters; distribution expands for T. Rowe Price Model Portfolios.
Honorable Mention
Lincoln launches two new fee-based annuities for RIAs; Broadridge to buy Fi360; SEC forms Asset Management Advisory Committee; Schwab to offer Pacific Life fee-based investment-only variable annuity; Mesirow, Financial...
Honorable Mention
Foreign central banks lower exposure to U.S. dollar; SOA seeks papers on retirement strategies, offers $10k award; New FIA from Nassau Re.
Honorable Mention
Retirement assets total $29.8 trillion in 2Q2019: ICI; T. Rowe Price model portfolios offered on Envestnet platform; 27% of Americans very confident about retirement: TIAA; U.S. ranks 18th in...
Honorable Mention
Lincoln’s Fuller wins IRI award; JP Morgan offers tool for plan advisors; Scholten to retire from Principal; Principal absorbs Wells Fargo plan services; 11% of Gen Xers still paying...
Honorable Mention
Most RICP clients delay Social Security benefits; MassMutual boosts support for third-party administrators; DC plan participants ‘stay the course’: ICI
Honorable Mention
Nationwide digitizes, customizes annuity client kits; Envestnet sued by software vendor; Ascensus acquires ‘prevailing wage’ benefits specialist.
Honorable Mention
Innovator “Buffer ETFs” now trade on the Cboe; Don’t fund Medicare-for-all with tax on savers: ARA; Lincoln Financial provides data on the cost of assisted living and long-term care...
Honorable Mention
DPL Financial Partners, Lighthouse Life offer life settlements to RIAs; Jackson enhances variable annuity benefits, adds Fidelity as money manager; ACLI rebuts Wall Street Journal editorial on SECURE Act;...
Honorable Mention
Fidelity, in pursuit of Vanguard, bolsters its index fund line-up; Subscription-based advice resonates with investors: Schwab; 'Wealth' costs more than $1 million these days: Ameriprise; Global Atlantic to educate...
Honorable Mention
At AIG, Solash and Scheinerman move up as Greer retires; Beth Wood named to top marketing role at Principal; Barnabas Capital to distribute Great American annuities; Prudential explains its...
Honorable Mention
RIJ returns from vacation with July 11 issue; Jackson feeds demand for MYGAs; Changes in AXA Equitable’s top VA and IVA announced; What comes first: wellness or a corporate...
Honorable Mention
Former Wells Fargo managers take posts at Principal; Frank ‘Chip’ Gillis, Athene Holding’s co-founder, will retire at year-end; Vanguard outsources variable annuity administration to Transamerica.
Honorable Mention
Wink to provide insured product sales data by index; Participants are new to (and naïve about) investing: Schwab; iPipeline partners with Atidot, a data mining firm; Fidelity and asset...
Honorable Mention
Bank of America offers new hybrid advice model; Fidelity adds 150 new ETFs to its no-load ETF supermarket; Pacific Life taps Salesforce for CRM services; RetireUp can now model...
Honorable Mention
Generational views of retirement differ: TIAA; Stress on the Bank of Mom and Dad: Legal & General Group.
Honorable Mention
Securian to offer individual annuities in the bank channel; 'Bucketing' software, by subscription, for professionals and amateurs; Loans from 401(k)s still declining: T. Rowe Price.
Honorable Mention
UK pensions race to de-risk before Brexit; 'The environment' ranks low when choosing investments: Allianz Life; OASDI reserves rise $3 billion and gain a year of viability; CBO expects...
Honorable Mention
Great American launches two three-year FIAs; Allianz Life backs a structured note platform; Guilbert becomes division president at Symetra Life; Broadridge to buy TD Ameritrade retirement unit.
