Editor Test, Author at Retirement Income Journal

Wealth2k announces retirement income solution for banks and credit unions

By Editor Test Thu, Jan 10, 2013

Income Choice Strategy combines two fixed annuity contracts intended to provide guaranteed income for 14 years, and, beginning in year 8, a step-up in income equivalent to a 3%...

Published January 10, 2013

CBO’s Q&A aims to clarify impact of new budget legislation

By Editor Test Mon, Jan 7, 2013

The new law increases budget deficits relative to what would have happened if all the Bush-era tax cuts had been allowed to expire, but decreases budget deficits relative to...

Published RIJ Advisor

New tax law could hurt certain wealthy homeowners

By Editor Test

The sale of highly appreciated real estate has grown “more complex with the addition this year of the new fiscal cliff tax and the Medicare investment tax,” says a...

Published RIJ Advisor

Author tells investors to ignore financial “noise”

By Editor Test

Oregon CFP Wayne von Borstel's new book, "The Truth Project," claims to offer consumers a saner path to financial prosperity.

Published RIJ Advisor

Could the Dallas Cowgirls be ERISA fiduciaries?

By Editor Test

If background checks were run tomorrow, 5-10% of all retirement plan advisors would probably be replaced, writes the president of the Center for Due Diligence.

Published RIJ Advisor

Michael Kitces summarizes the new tax law

By Editor Test

The well-known advisor/author (at left) tells you what you need to know about the tax law that averted (or at least delayed) the so-called fiscal cliff.

Published RIJ Advisor

Private Equity Confidential

By Editor Test Thu, Jan 3, 2013

What are insurance people saying privately about private equity’s invasion of the life industry? Five people who are close to the recent acquisitions spoke to RIJ on the condition...

Published January 3, 2013

The Fiscal Cliff Has Been Avoided, But at What Cost?

By Editor Test

Taxes will go up in 2013 relative to 2012—not only on high-income households, as widely discussed, but also on every working man and woman in the country, via the...

Published January 3, 2013

Japanese firms withdrawing from occupational pension funds

By Editor Test

The firms complain of large annual premium debt, and worry that their earnings and finances could be adversely affected by the maturation of the funds in the future or...

Published January 3, 2013

OMAM divests five affiliates

By Editor Test

The five affiliate asset managers are 2100 Xenon Group, 300 North Capital, Analytic Investors, Ashfield Capital Partners and Larch Lane Advisors.

Published January 3, 2013

MassMutual completes purchase of The Hartford’s retirement plans business

By Editor Test

The combined business now has approximately 40,000 retirement plans, three million participants, and $120 billion in retirement assets under management.

Published January 3, 2013

Envestnet | Tamarac announces technology integration with Salentica

By Editor Test

The integration will be completed in the second quarter of 2013. Envestnet | Tamarac will continue to use other CRM technology and refine its own integrated CRM solution, Advisor...

Published January 3, 2013

EBRI and ICI publish study of 401(k) participant investments for 2011

By Editor Test

At year-end 2011, the average 401(k) participant account balance was $58,991 and the median (mid-point) account balance was $16,649.

Published January 3, 2013

IRI Issues a ‘State of the Insured Retirement Industry’ Address

By Editor Test Thu, Dec 20, 2012

The report only briefly mentioned two product categories that some expected to play more prominent roles in 2012. One was contingent deferred annuities. The other was in-plan income guarantees....

Published December 20, 2012

RIJ will not publish next week

By Editor Test Wed, Dec 19, 2012

Retirement Income Journal and RIJAdvisor will not be published during the week of December 24-28, in observance of the holidays. We thank all of our subscribers and advertisers for...

Published December 20, 2012

Morgan Stanley expects fiscal cliff to be hardly a speed bump

By Editor Test

Central banks in developed countries are holding short-term rates down to induce investors to shift into riskier, higher-yielding assets, says Morgan Stanley's Global Investment Committee Monthly report for December....

Published December 20, 2012

Sun Life downgrade follows Guggenheim deal

By Editor Test

The rating actions follow the December 17, 2012 announcement by SLF of its agreement to sell its U.S. annuity and certain life insurance business lines to a Guggenheim Partners-led...

Published December 20, 2012

Morningstar reports U.S. mutual fund asset flows through November

By Editor Test

Diversified emerging-markets were the only bright spot in the international-stock asset class, collecting inflows of more than $1.1 billion in November.

Published December 20, 2012

Morningstar reports U.S. mutual fund asset flows through November

By Editor Test

Diversified emerging-markets were the only bright spot in the international-stock asset class, collecting inflows of more than $1.1 billion in November.

Published December 20, 2012

Key habits of ‘valued’ advisors

By Editor Test Mon, Dec 17, 2012

Only 57% of wealthy clients call their advisors "valued," according to Fidelity-sponsored surveys of 1,000 millionaires and 1,000 advisors representing all channels.

Published RIJ Advisor

1 … 15 16 17 18 19 … 86

Articles by Author: Editor Test

Wealth2k announces retirement income solution for banks and credit unions

CBO’s Q&A aims to clarify impact of new budget legislation

New tax law could hurt certain wealthy homeowners

Author tells investors to ignore financial “noise”

Could the Dallas Cowgirls be ERISA fiduciaries?

Michael Kitces summarizes the new tax law

Private Equity Confidential

The Fiscal Cliff Has Been Avoided, But at What Cost?

Japanese firms withdrawing from occupational pension funds

OMAM divests five affiliates

MassMutual completes purchase of The Hartford’s retirement plans business

Envestnet | Tamarac announces technology integration with Salentica

EBRI and ICI publish study of 401(k) participant investments for 2011

IRI Issues a ‘State of the Insured Retirement Industry’ Address

RIJ will not publish next week

Morgan Stanley expects fiscal cliff to be hardly a speed bump

Sun Life downgrade follows Guggenheim deal

Morningstar reports U.S. mutual fund asset flows through November

Morningstar reports U.S. mutual fund asset flows through November

Key habits of ‘valued’ advisors

Data Connection

Data Connection

Lists*