Editorial Staff, Author at Retirement Income Journal

Managed wealth exceeds $46 trillion in US: Cerulli

By Editorial Staff Thu, Nov 1, 2018

'As asset managers look to the future of product development and strategy, they should carefully evaluate... the increased demand for low-cost index options, fee pressure, and commoditization,' a Cerulli...

Published November 1, 2018

Brighthouse makes it easier for advisors to sell its annuities

By Editorial Staff Thu, Oct 25, 2018

'This can help firms without a fixed suitability process in place, allowing them to add fixed and income products to their shelves,' said Myles Lambert, chief distribution and marketing...

Published October 25, 2018

Jackson National hires Michael Falcon as new CEO

By Editorial Staff Fri, Oct 19, 2018

In other Jackson-related news, A.M. Best has removed from under review and affirmed the A+ (Superior) strength rating of Jackson National Life Insurance Co.

Published October 19, 2018

Honorable Mention

By Editorial Staff

New CEO at Thrivent, Prudential announces $3.2 billion in pension risk transfer deals, new FIA for retirement savings from American Equity, Concord Coalition warns about growing federal deficit and...

Published October 19, 2018

New digital MYGA platform from Blueprint Income

By Editorial Staff

'We're seeing that many of those nearing retirement want to have at least a portion of their money earning a guarantee, whether that's a guaranteed return or guaranteed income,'...

Published October 19, 2018

Flight from active to passive funds and ETFs slowed in September: Morningstar

By Editorial Staff

Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a...

Published October 19, 2018

Two firms position themselves for the ‘open MEP’ market

By Editorial Staff

TAG Resources, LLC, headquartered in Knoxville, TN, is a pioneer in the area of Multiple Employer Plans (MEPs), including creating and trademarking 'The Open MEP.'

Published October 19, 2018

Some investors ‘bet the farm’

By Editorial Staff Thu, Oct 11, 2018

Most respondents overestimate the probability of rare events, and underestimate the likelihood of more certain, but lower-value, payouts, according to a new paper from the National Bureau of Economic...

Published October 11, 2018

Are fewer people seeking financial advice?

By Editorial Staff

'After an extended period of good economic news—and right before recessions—people tend to believe that they do not need financial advice,' according to this brief from MacroMonitor, a publication...

Published October 11, 2018

Jackson joins Envestnet Insurance Exchange

By Editorial Staff

Envestnet will be offering a service called Guidance Desk that will allow unlicensed RIAs access to the consulting and fiduciary services that would enable them to use the Insurance...

Published October 11, 2018

Which annuities pay the most income? Cannex has a clue.

By Editorial Staff

'Our study reveals a complex story—the highest guaranteed income product varies significantly by client and when income begins,' said Tamiko Toland, head of Annuity Research at Cannex.

Published October 11, 2018

New robo-advice platform launches in Britain

By Editorial Staff Fri, Oct 5, 2018

Wealthsimple, which offers clients free access to human advice, is backed by Power Financial Corporation, the parent of Great-West Financial, Empower Retirement and Putnam Investments.

Published October 5, 2018

Master trusts face tighter regulation in the UK

By Editorial Staff

Britain's experience with 'master trusts' could help inform US policymakers who are on the brink of allowing plan providers to set up similar types of plans in this country....

Published October 5, 2018

TIAA VA joins RetireOne annuity platform for RIAs

By Editorial Staff

TIAA Life will also add its no-load fixed annuity, which has 10 guarantee period options, and a no-load single premium immediate annuity, to the RetireOne platform.

Published October 5, 2018

Society of Actuaries posts resources for actuaries, retirement planners

By Editorial Staff

More highlights and research sessions from the Aging and Retirement Strategic Research Program will be introduced at the SoA Annual Meeting in Nashville, October 14-17, 2018.

Published October 5, 2018

Fed increases benchmark interest rate to between 2% and 2.25%

By Editorial Staff Thu, Sep 27, 2018

The Fed’s decision, announced after a two-day meeting of its Federal Open Market Committee, which sets monetary policy, represents the eighth time that the Fed has raised interest rates...

Published September 27, 2018

Ten most popular ‘former’ 401(k) providers

By Editorial Staff

Nearly half (46%) of former plan participants did not take any action with regard to rollover options in 2017 and 43% intend to leave their assets in-plan this year,...

Published September 27, 2018

Transparency, low-cost will guarantee a market for clean-shares: Cerulli

By Editorial Staff

Despite the death of the DoL Conflict of Interest Rule and lack of clarity around the inclusion of sub-transfer agent (sub-TA) fees, clean-share mutual funds will likely have a...

Published September 27, 2018

People who think annuities are ‘fair’ are more likely to buy one

By Editorial Staff

People who worry about becoming a burden on family and people who are relatively less loss-averse are also more open to the idea of buying annuities, a study by...

Published September 27, 2018

New FIA bets on growth in aging-related industries (Duh!)

By Editorial Staff Fri, Sep 21, 2018

The Retirement Plus Multiplier Annuity issued by A-CAP insurers and distributor Saybrus Partners offer access to a Goldman-Sachs index that tracks healthcare and real estate companies that may benefit...

Published September 21, 2018

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Articles by Author: Editorial Staff

Managed wealth exceeds $46 trillion in US: Cerulli

Brighthouse makes it easier for advisors to sell its annuities

Jackson National hires Michael Falcon as new CEO

Honorable Mention

New digital MYGA platform from Blueprint Income

Flight from active to passive funds and ETFs slowed in September: Morningstar

Two firms position themselves for the ‘open MEP’ market

Some investors ‘bet the farm’

Are fewer people seeking financial advice?

Jackson joins Envestnet Insurance Exchange

Which annuities pay the most income? Cannex has a clue.

New robo-advice platform launches in Britain

Master trusts face tighter regulation in the UK

TIAA VA joins RetireOne annuity platform for RIAs

Society of Actuaries posts resources for actuaries, retirement planners

Fed increases benchmark interest rate to between 2% and 2.25%

Ten most popular ‘former’ 401(k) providers

Transparency, low-cost will guarantee a market for clean-shares: Cerulli

People who think annuities are ‘fair’ are more likely to buy one

New FIA bets on growth in aging-related industries (Duh!)

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