Editor Test, Author at Retirement Income Journal

Direct b/ds, third-party vendors hold most managed account assets

By Editor Test Mon, Dec 17, 2012

Cerulli recommends that asset managers properly segment managed account programs into two groups: those that are controlled by the advisor and those that are controlled by a centrally managed...

Published RIJ Advisor

Advisors optimistic about 2013 ROA: Russell

By Editor Test

If an advisor's return-on-assets from his business is less than 70–90 basis points, it may indicate that he or she is still using a transactional business model, said Sam...

Published RIJ Advisor

Hedge funds still suffer negative cash flow

By Editor Test

Regarding the ‘fiscal cliff,’ 43.8% of hedge fund managers recommend some tax increases coupled with large spending cuts, according to BarclayHedge and TrimTabs Investment Research.

Published RIJ Advisor

Should We Live to 1,000?

By Editor Test

Instead of trying to find a cure for age-related diseases like cancer, at least one scientist is working on a way to slow down the aging process and delay...

Published RIJ Advisor

What, Me Worry?

By Editor Test

I can think of at least three easy ways to stay calm while investing in equities. Life's too short and too valuable to spend it checking stock movements on...

Published RIJ Advisor

IRA assets to reach $8 trillion by 2017: Cerulli

By Editor Test Thu, Dec 13, 2012

A new report from Cerulli Associates analyzes pre-retiree, retiree, and post-retiree transactions and investor behavior, including a close look at IRAs.

Published December 13, 2012

FIA sales up a hair in 3Q 2012: AnnuitySpecs.com

By Editor Test

Allianz Life maintained its leading sales position with a 14% market share, followed by Aviva Security Benefit Life, American Equity, and Great American (GAFRI).

Published December 13, 2012

End is in sight for U.S. ownership of AIG shares

By Editor Test

“We are very pleased to repay 100 percent of all that America invested in AIG plus a total combined positive return – or profit – of $22.7 billion,” said...

Published December 13, 2012

AXA Equitable donates famous mural to the Met

By Editor Test

America Today, Thomas Hart Benton's 10-panel mural celebrating national progress in the 1920s, had been on display in the lobby of AXA Equitable's New York City headquarters from 1996...

Published December 13, 2012

Life Insurers, Under Three Microscopes

By Editor Test

“Life insurers have weathered the financial crisis in terms of solvency but not in terms of profitability,” said analyst Mary Pat Campbell of Conning Research. Conning, Ernst & Young...

Published December 13, 2012

Fed to Link Interest, Jobless Rates

By Editor Test Wed, Dec 12, 2012

Federal Reserve chairman Ben Bernanke said the Fed still plans to suppress interest rates until at least mid-2015, even while tying any rate increase to a decline in the...

Published December 13, 2012

As national safety nets fray, employers may need to step up: Mercer

By Editor Test Wed, Dec 5, 2012

By 2020, Canada, Japan and Russia will each see a 4% decline in their working (ages 15 to 64) populations, while the UK, US and China could see a...

Published December 5, 2012

High-speed traders take “some of the cream off the top”: CFTC official

By Editor Test

The Financial Stability Oversight Council is also said to be worried that the accelerating automation and speed of the financial markets, according to a news item in the New...

Published December 5, 2012

No immediate changes in CE requirements: CFP Board

By Editor Test

The board is seeking “further review of previously proposed changes before making any modifications,” the organization said in a release.

Published December 5, 2012

Achaean Financial to partner with InFre

By Editor Test

InFRE, a non-profit education foundation devoted to “enhancing the retirement preparedness of the American worker,” will train advisors in the use of Achaean's Retirement Outcome software.

Published December 5, 2012

Fixed Annuity Sales Stall, but Security Benefit Stands Out

By Editor Test

Low rates continue to weigh on fixed annuity sales, the latest Beacon Research Fixed Annuity Premium Study shows. But Beacon CEO Jeremy Alexander said he's encouraged that “a number...

Published December 5, 2012

Let’s Face It

By Editor Test

Lincoln Financial, Allianz Life, and now Merrill Lynch have dabbled with artificial face-aging to worry people into saving more. It's based on behavioral finance research, but just thinking about...

Published December 5, 2012

No Bluff: Try This Tax Calculator

By Editor Test Mon, Dec 3, 2012

In the cinema of my mind, the fiscal cliff appears as a buffalo jump, where panic-stricken bison were stampeded to their deaths. A traditional Northern Plains buffalo jump was...

Published RIJ Advisor

Envestnet launches platform for small but growing accounts

By Editor Test

The program enables advisors to provide outsourced, diversified investment management for accounts as small as $10,000. Advisors can use it to engage in multi-generational investing, the Chicago-based firm...

Published RIJ Advisor

MetLife adds volatility-managed investment option for new VA-GMIB owners

By Editor Test

The new option, a Multi-Index Targeted Risk Portfolio, combines a multi-index asset allocation approach with a risk management strategy.

Published RIJ Advisor

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Articles by Author: Editor Test

Direct b/ds, third-party vendors hold most managed account assets

Advisors optimistic about 2013 ROA: Russell

Hedge funds still suffer negative cash flow

Should We Live to 1,000?

What, Me Worry?

IRA assets to reach $8 trillion by 2017: Cerulli

FIA sales up a hair in 3Q 2012: AnnuitySpecs.com

End is in sight for U.S. ownership of AIG shares

AXA Equitable donates famous mural to the Met

Life Insurers, Under Three Microscopes

Fed to Link Interest, Jobless Rates

As national safety nets fray, employers may need to step up: Mercer

High-speed traders take “some of the cream off the top”: CFTC official

No immediate changes in CE requirements: CFP Board

Achaean Financial to partner with InFre

Fixed Annuity Sales Stall, but Security Benefit Stands Out

Let’s Face It

No Bluff: Try This Tax Calculator

Envestnet launches platform for small but growing accounts

MetLife adds volatility-managed investment option for new VA-GMIB owners

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