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...
Honorable Mention
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...
Honorable Mention
Breaking news from Nationwide Financial, Symetra, Vanguard, Morningstar, and Milliman.
Honorable Mention
DPL Financial Partners expands insurance platform for RIAs; T. Rowe Price now closer to issuing active ETFs; Financial literacy low among African-Americans: TIAA and GFLEC.
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
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...
