Honorable Mention
Protective’s new fee-based VA available at RetireOne; U.S. could save trillions in health care costs in coming decades: McKinsey; Vanguard adds new manager to its International Value Fund
Honorable Mention
Honorable Mention
SEC commissioners disagree over ‘finders’ exemption; New clients bring $148 billion to Fidelity in 2020; COVID-19 impact on long-term care insurance documented; Rate drought, bull market buffet private pensions:...
Honorable Mention
Mercer enhances U.S. Pension Buyout Index; CUNA offers new MYGA fixed annuity, ‘MaxProtect’; WINK unveils sales data portal.
Honorable Mention
New A-CAP 10-year FIA linked to Credit Suisse Momentum Index; PlanGap Annuity insures against Social Security failure; 80% of older Americans need financial advice: The American College; ‘Mercer Wise...
Honorable Mention
Retirement Income Journal takes a break; Explaining the stock market/real economy disconnect; MetLife Investment Management originates $6.2 billion in private placements; Jackson National creates insurance portal for ‘iRIAs’; DPL...
Honorable Mention
U.S. equity funds on pace for record outflows: Morningstar; Insurers remain vulnerable to bond downgrades: AM Best; 'Schwab Plan' web-based planning tool unveiled; Fidelity retirement accounts keep growing; Prudential...
Honorable Mention
Innovator launches ladder of buffered ETFs; Principal continues to integrate acquired Wells Fargo plans; Employees and employers see HSAs differently: Further; Variable annuities can shine in times like these:...
Honorable Mention
Net worth of $655k = Happiness, Schwab survey suggests; Athene to hold earnings call August 5; RIAs can now access Pacific Life fee-only annuities on the Orion platform; Fed...
Honorable Mention
COVID-19 exposes vulnerable populations: Prudential; Global Atlantic’s ratings unchanged by KKR deal; Vanguard introduces socially conscious bond ETF.
Honorable Mention
SIMON platform to offer Allianz Life fixed indexed annuities; Janus risk-managed index available in Global Atlantic FIA; Morningstar completes purchase of Sustainalytics; MetLife joins sustainability initiative; Life insurers’ real...
Honorable Mention
After the big deal, AM Best affirms ratings of Jackson National and Athene; Not many people talk to advisers about decumulation: Allianz Life; TIAA and Savi partner for student...
Honorable Mention
Hear the ‘Stones on iHeartRadio, courtesy of Alliance for Lifetime Income; AM Best says higher reserve requirements hurt life/annuity companies in 1Q2020; AIG adds factor-based global index to its...
Honorable Mention
DOL allows electronic communications to plan participants; Envestnet FIDx partners with RetireOne; What high-net-worth investors want: Cerulli; Lamarque promoted to general counsel at New York Life.
Honorable Mention
DPL Financial Partners will distribute no-commission VA from Transamerica; NextCapital to provide 'managed advice' to MassMutual plan participants; Great American enhances its Index Frontier contracts; Equitable enhances its flagship...
Honorable Mention
Money market funds win, alternatives lose in Q1 2020: Cerulli; Average tax-deferred retirement balance down 19% in Q1 2020: Fidelity; Lincoln Financial waives retirement plan withdrawal, loan fees; Kevin...
News from RIJ Corporate Subscribers
Public pensions shed $419 billion in Q1: Milliman; SEC awards over $27 million to whistleblower; Silvur: A new app from Kindur, a robo-adviser; Retirement isn’t what most pre-retirees expect:...
News from RIJ subscriber firms
News from Milliman, AM Best, DPL Financial Partners, Great American Life, Allianz Life, MassMutual, Principal Financial, and Envestnet | MoneyGuide.
Industry News
Jackson National to offer LifeYield software to advisers; Public companies need to be transparent about COVID-19 impact; AM Best sets up coronavirus web page; Americans are worried but calm:...
Honorable Mention
Alight Financial Advisors hires Edelman Financial Engines; Fidelity offers ‘real-time fractional shares trading’; MetLife assumes $1.9 billion in Lockheed Martin pension liabilities; MassMutual and Millenium Trust introduce 401(k) ‘sidecars’;...
Honorable Mention
Nag Odekar moves to HealthView from Great-West Financial; Which default investment is the stickiest?; Bhalla to be CEO of American Equity Investment Life; Great American joins SIMON structured products...
