Editor Test, Author at Retirement Income Journal

Schwab supports DTCC’s service for custody of alternatives

By Editor Test Wed, Mar 7, 2012

“AIP is designed to provide the alternative investment industry with the same type of efficiency and scalability that exists in the mutual fund industry,” said Schwab executive vice president...

Published March 7, 2012

Alternatives Move to Center Stage

By Editor Test

Over the next five years, 55% of advisors see their allocation to alternative investments increasing “moderately” and 11.1% see it increasing “substantially,” according to a Jefferson National survey.

Published March 7, 2012

Towers Watson downgrades intermediate bonds

By Editor Test

In the medium-term, as private-sector deleveraging problems fade, there is likely to be a stronger and faster cyclical recovery than most intermediate bond markets appear to be pricing, the...

Published March 7, 2012

Morningstar establishes online ‘Alternative Investments Center’

By Editor Test

“Advisors play a crucial role in educating their clients about alternative investments,” said Nadia Papagiannis, Morningstar’s director of alternative fund research.

Published March 7, 2012

Tax cuts and tax expenditures hurt the economy: Concord Coalition

By Editor Test

Deficit-financed tax cuts don’t pay for themselves and “are not a free lunch,” said Diane Lim Rogers, chief economist at the independent research group.

Published March 7, 2012

Dissolve Solvency II’s capital requirements?

By Editor Test

The Dutch Social Affairs minister, a phalanx of pension-sponsoring industry associations, and European insurers are all protesting the stringent capital requirements proposed under Solvency II, the regulatory regime that...

Published March 7, 2012

Middle-income Boomers ignorant of Medicare: Bankers Life

By Editor Test Wed, Feb 29, 2012

Although Boomers cite uncovered healthcare expenses (80%) and becoming ill (74%) as their top financial concerns about retirement, many appear to be taking a “learn as you go” approach...

Published February 29, 2012

Pacific Life launches indexed annuity

By Editor Test

The contract, which emphasizes choice, gives investors two index options and three possible crediting methods.

Published February 29, 2012

What Are Sales Trends Telling VA Issuers?

By Editor Test

Investors were running scared after 3Q equity market turmoil. But they didn’t flock to variable annuity guarantees for protection.

Published February 29, 2012

Affluent fret over, but do little about, future health expenses: Merrill

By Editor Test Tue, Feb 28, 2012

The latest Merrill Lynch Affluent Insights Survey showed that 73% of the affluent not yet retired viewed retirement as “a second act” during which they would work at least...

Published February 29, 2012

Money managers doubtful on equities: Towers Watson

By Editor Test Tue, Feb 21, 2012

The economic recovery remains “as elusive and fragile as ever,” said Towers Watson global investment committee chairman Robert Brown.

Published February 22, 2012

Save capitalism with “long-termism”: Gore and Blood

By Editor Test

Generational Investment Management, whose chairman is former vice president Al Gore, says in a white paper that long-term thinking is essential for the sustainability of capitalism.

Published February 22, 2012

Potential Hartford split raises uncertainties: Fitch Ratings

By Editor Test

Some Hartford investors have reportedly voiced "strong opinions" regarding profitability at the insurer and are pushing to restructure its life and property/casualty units into two separate companies.

Published February 22, 2012

Summary of proposals in Obama budget

By Editor Test

Here are proposals in the new Obama budget that are likely to affect members of the financial, insurance or retirement planning industries.

Published February 22, 2012

‘Field Research’ in Behavioral Finance

By Editor Test

Real scientists scoff at the value of "anecdotal evidence." But you can learn a lot about the psychology of money at a garage sale, or when you're buying clothes.

Published February 22, 2012

Patently Controversial

By Editor Test

Lincoln National Life has received a new patent on its GLWB process, raising concerns that it might once again seek royalties from other VA issuers.

Published February 22, 2012

It’s Conference Season

By Editor Test Wed, Feb 15, 2012

The approach of spring brings Grapefruit League baseball, income tax forms and a new parade of retirement industry-related conferences. We've updated our Events calendar just in time for the...

Published February 15, 2012

Derivatives lift MetLife in Q4 2011

By Editor Test

MetLife reported derivative net gains of $351 million, after tax, which were largely due to declines in interest rates and gains in the company’s variable annuity hedging program.

Published February 15, 2012

Would Europe’s pension cure be worse than the disease?

By Editor Test Mon, Feb 13, 2012

DB plan providers and plan sponsors in Europe say that higher capital requirements wouldn't make their plans safer, but would force them closer to insolvency.

Published February 15, 2012

Up to $4.7 trillion may be “in motion”: Cerulli

By Editor Test

There are some 26 million households led by people ages 55 to 69, with an average of $181,000 in retirement assets per household.

Published February 15, 2012

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Articles by Author: Editor Test

Schwab supports DTCC’s service for custody of alternatives

Alternatives Move to Center Stage

Towers Watson downgrades intermediate bonds

Morningstar establishes online ‘Alternative Investments Center’

Tax cuts and tax expenditures hurt the economy: Concord Coalition

Dissolve Solvency II’s capital requirements?

Middle-income Boomers ignorant of Medicare: Bankers Life

Pacific Life launches indexed annuity

What Are Sales Trends Telling VA Issuers?

Affluent fret over, but do little about, future health expenses: Merrill

Money managers doubtful on equities: Towers Watson

Save capitalism with “long-termism”: Gore and Blood

Potential Hartford split raises uncertainties: Fitch Ratings

Summary of proposals in Obama budget

‘Field Research’ in Behavioral Finance

Patently Controversial

It’s Conference Season

Derivatives lift MetLife in Q4 2011

Would Europe’s pension cure be worse than the disease?

Up to $4.7 trillion may be “in motion”: Cerulli

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