Editor Test, Author at Retirement Income Journal

Advisor Software, Inc., partners with Redtail Technology

By Editor Test Mon, Nov 19, 2012

Developed for advisors looking for an alternative to the comprehensive, book-length financial plan, goalgamiPro is a web-based platform that uses the notion of the household balance sheet to enable...

Published RIJ Advisor

Tax changes offer advisors opportunity to contact investors

By Editor Test

A Nationwide Financial survey found that 60% of high net worth investors say they either won’t or are unsure if they will meet with a financial advisor to discuss...

Published RIJ Advisor

Fund flows favor bonds again in October: Morningstar

By Editor Test

Vanguard remained the largest fund family. Its funds netted $81 billion so far this year and grew to $1.53 trillion for a market share of almost 17%. PIMCO led...

Published RIJ Advisor

The Bogle Perspective

By Editor Test

Jack Bogle commented on investment fees, climate change and gun control at the NAPFA East conference two weeks ago. Jim Otar and Rick Miller presented evidence that, in my...

Published RIJ Advisor

“Quote” of the Week

By Editor Test Thu, Nov 15, 2012

"Although reducing the fiscal tightening scheduled to occur next year would boost output and employment in the short run, doing so without imposing a comparable amount of additional tightening...

Published November 15, 2012

Unconfirmed: Apollo nearest to acquiring Aviva U.S.

By Editor Test

Representatives at Aviva, Apollo, Guggenheim and Harbinger declined to comment on the deal, which is not completed and may still collapse.

Published November 15, 2012

After IPO, ING U.S. will start two-year rebranding effort

By Editor Test

Farewell, Orange Lion! ING U.S.’s future brand name hasn’t been disclosed, but the trademarked tagline will be “America’s Retirement Company,” according to the SEC registration statement.

Published November 15, 2012

Citing capacity limits, Jackson will refuse incoming 1035 transfers for a month

By Editor Test

Jackson National decided to save its remaining $1 billion in capacity for VAs with living benefits--it sold $15.3 billion worth of VAs in the first nine months of 2012--for...

Published November 15, 2012

Nationwide adds TOPS managed volatility funds to VA line-up

By Editor Test

The TOPS Protected Balanced, Moderate Growth and Growth ETF Portfolios use a Milliman-designed equity futures strategy to buffer the fund assets from volatility.

Published November 15, 2012

Experts with Unrealistic Expectations

By Editor Test

“We urge you to work together to reach a bipartisan agreement to avoid the fiscal cliff and take concrete steps to restore the United States’ long-term fiscal footing,” the...

Published November 15, 2012

Quote of the Week

By Editor Test Thu, Nov 8, 2012

"We are not in the clairvoyance business. Get out of that business”--Jim C. Otar, to fellow financial advisors during a presentation on retirement income planning at the 2012 NAPFA...

Published November 7, 2012

ABB ordered to post $50m bond due to 401(k) violations

By Editor Test

The company was ordered to post the bond within ten days while it appeals a $50 million judgment against it and Fidelity Investments for ERISA violations in the management...

Published November 7, 2012

Lack of Social Security savvy will be costly: BMO

By Editor Test

While 91% of survey respondents understood that waiting longer increases the monthly amount they will receive, almost half admitted they are currently collecting or planning to collect before full...

Published November 7, 2012

Retirement insecurity rose from 2007 to 2010, academics say

By Editor Test

A retiree with $100,000 will receive $492 per month from an inflation-indexed annuity when the real interest rate is 3% compared to $413 per month when it is 1.5%,...

Published November 7, 2012

Celent: Stop gaming the system

By Editor Test

Between 5% and 10% of the population of some developing countries may have gone back into poverty due to the economic effect of the 2007-2008 financial crisis in those...

Published November 7, 2012

Sampling the Breakfast Buffett at NAPFA

By Editor Test

At the 2012 NAPFA East conference in Baltimore this week, Warren Buffett biographer Alice Schroeder identified the next big growth industries. Attendees seemed to need some post-election tonic.

Published November 7, 2012

Fees will soon rise on several VA contracts: Morningstar

By Editor Test Wed, Nov 7, 2012

The carriers who recently limited additional investment dollars into existing variable annuity contracts and benefits include Allianz, AXA, MetLife, John Hancock, Prudential and Transamerica, Morningstar said.

Published November 7, 2012

U.S. economy will improve regardless of election results, consultant says

By Editor Test Mon, Nov 5, 2012

“The American economy is doing better than people tend to think,” said Robert Wescott (left), head of Keybridge Research in Washington, D.C.

Published RIJ Advisor

CFP board chairman resigns

By Editor Test

The CFP Board had become aware of allegations that members of the board and other volunteers may have violated provisions of the CFP’s Standards of Professional Conduct. The nature...

Published RIJ Advisor

ING Financial Partners to help advisors grow their decumulation business

By Editor Test

The program includes pre-approved pre-retiree and retiree seminars, educational materials with action plans, online tools and a structured framework that financial advisors can follow with their clients.

Published RIJ Advisor

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Articles by Author: Editor Test

Advisor Software, Inc., partners with Redtail Technology

Tax changes offer advisors opportunity to contact investors

Fund flows favor bonds again in October: Morningstar

The Bogle Perspective

“Quote” of the Week

Unconfirmed: Apollo nearest to acquiring Aviva U.S.

After IPO, ING U.S. will start two-year rebranding effort

Citing capacity limits, Jackson will refuse incoming 1035 transfers for a month

Nationwide adds TOPS managed volatility funds to VA line-up

Experts with Unrealistic Expectations

Quote of the Week

ABB ordered to post $50m bond due to 401(k) violations

Lack of Social Security savvy will be costly: BMO

Retirement insecurity rose from 2007 to 2010, academics say

Celent: Stop gaming the system

Sampling the Breakfast Buffett at NAPFA

Fees will soon rise on several VA contracts: Morningstar

U.S. economy will improve regardless of election results, consultant says

CFP board chairman resigns

ING Financial Partners to help advisors grow their decumulation business

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