Life Insurers as LEGO Monsters
Michael Gordon, CEO of Axonic Insurance, part of Axonic Capital, sees the future of the life/annuity/asset-management business as an increasingly a la carte affair, where the components of the...
RetiremEntrepreneur
Two retirement experts launch a planning start-up
“By clarifying how investment volatility and an unknown lifespan impact spending, IncomePath allows a client to select the right combination of investment risk, portfolio withdrawals, and annuity income,” Michael...
BlackRock Makes a Bundle (with Annuities)
BlackRock, the giant asset manager, is adding a lifetime income dimension to its LifePath target date funds by partnering with Brighthouse, Equitable and Voya on a service that will...
Next-gen funds will be active/passive hybrids: Cerulli
Demand is up for strategies that perform like actively managed funds but with lower fees, such as smart beta and 'active' exchange-traded funds (ETFs), said a Cerulli analyst.
RetirePreneur: Cindy Hounsell
Cindy Hounsell is the founder and president of the nonprofit organization, Women’s Institute for a Secure Retirement.
RetirePreneur: Paul Feldman
Paul Feldman is the publisher of InsuranceNewsNet magazine and InsuranceNewsNet.com
RetirePreneur: Sheryl Garrett
Sheryl Garrett is the founder of Garrett Planning Network, a web-based professional network of about 300 independent financial planners who make financial advice accessible on an hourly, fee-only basis...
RetirePreneur: Edward Dressel
Edward Dressel is the president of Trust Builders, Inc., which offers retirement planning software to advisors and corporations.
RetirePreneur: Bo Lu
Bo Lu is co-founder and CEO of FutureAdvisor, a San Francisco-based digital advisory firm that helps mass-affluent Americans manage their savings.
RetirePreneur: Laurence Kotlikoff
Laurence J. Kotlikoff is an economist, professor at Boston University and president of Economic Security Planning Inc., a personal finance planning software company.
RetirePreneur: David Macchia
David Macchia is the head of Wealth2K, a Boston-based retirement income software company.
RetirePreneur: Matt Carey
Matt Carey is the CEO and co-founder of Abaris Financial (myabaris.com), a direct-to-consumer online platform for income annuities.
RetirePreneur: Lowell Aronoff
Lowell Aronoff is CEO of CANNEX Financial Exchanges, which provides up-to-date annuity pricing data for life insurance companies and distributors.
RetirePreneur: Marcia Wagner
Marcia Wagner is the founder of The Wagner Law Group, a boutique law firm that focuses on labor and employee benefits issues governed by the Employee Retirement Income Security...
RetirePreneur: Chad Parks
Chad Parks, CEO and founder of Ubiquity Retirement + Savings, provides small businesses with affordable, easy-to-use retirement plans, including 401(k)s and IRAs.
RetirePreneur: Brian Doherty
Brian Doherty, former New York Life executive and now president of Filtech and author of the recent book, “Getting Paid to Wait,” consults advisors and consumers on Social Security...
RetirePreneur: Steven Saltzman
Steven Saltzman is the founder of Saltzman Associates, a consultancy that works with marketers, institutional distributors and insurance underwriters.
Johnny RetirementSeed
Steve Vernon, actuary-turned-retirement-guru, travels the country spreading retirement planning wisdom... and promoting his books and website: "I joke that I’m a ‘one-rat’ experiment. I’m living the lifestyle I advocate....
A New Robo-Advisor Eyes the 401(k) Space
"blooom is like a dietician who doesn’t just give you advice on how to eat. It’s like a dietician who actually drives to your store, does your grocery shopping...
RetirePreneur: Jack Sharry
Jack Sharry is a principal and executive vice president of strategic development at LifeYield LLC, a developer of software to help financial advisors and investors achieve optimal after-tax returns...
