Editorial Staff, Author at Retirement Income Journal

“Hipsters, lend us your ears,” says Betterment

By Editorial Staff Wed, Jan 4, 2017

Those who download Betterment's new podcasts will glean “unconventional and entertaining insights on money and life” from “thought leaders” in the fields of finance, entrepreneurship, sports, and show business.

Published January 5, 2017

Economies of scale allow Vanguard to further reduce fund fees

By Editorial Staff

Vanguard CEO Bill McNabb said the reductions were not “another volley fired in the fee war” but rather “business as usual” for the Malvern, Pa., firm.

Published January 5, 2017

Bull market raises red flag: TrimTabs

By Editorial Staff

“Fund flows tend to be a good shorter-term contrary indicator, so the post-election buying spree bodes poorly for U.S. equities,” said David Santschi, TrimTabs' CEO.

Published January 5, 2017

Quote of the Week/Honorable Mention

By Editorial Staff

“Winning is not a secret that belongs to a very few; winning is something that we can learn by studying ourselves, studying the environment and making ourselves ready for...

Published January 5, 2017

In November, money shifted from bonds to (passive) equities: Morningstar

By Editorial Staff Thu, Dec 22, 2016

For the first time in 2016, active intermediate-term bond funds saw monthly outflows, which totaled $4.0 billion in November. However, the category is in the black for the year...

Published December 22, 2016

AIG offers fixed-rate annuity with an income rider

By Editorial Staff

The product offers a 1.5% annual return for seven years and, for 95 basis points a year, a living benefit with a 7.5% simple-interest annual deferral bonus during the...

Published December 22, 2016

Honorable Mention

By Editorial Staff

Brief or late-breaking items from Security Benefit Life, the Department of Labor, Global Atlantic Financial Group and Prudential Financial.

Published December 22, 2016

RIJ will return on January 5

By Editorial Staff

Retirement Income Journal wishes all of its readers and strategic partners a Merry Christmas, Happy Hanukah and Happy New Year. We will publish next on January 5, 2017.

Published December 22, 2016

Financial institutions brace for DOL haircut

By Editorial Staff Wed, Dec 21, 2016

A recent survey of executives at banks and credit unions showed that the typical U.S. financial institution can expect a 17% fall in revenue from investment services because of...

Published December 22, 2016

Trump rally could be sign of trouble ahead: TrimTabs

By Editorial Staff

“ETF flows tend to be a good contrary indicator when they become extreme, so the buying frenzy doesn’t bode well for U.S. equities,” said David Santschi, CEO at TrimTabs

Published December 22, 2016

Will your grandkids shop for annuities on Amazon?

By Editorial Staff Thu, Dec 15, 2016

'Should decide to make a large scale entrance into the insurance marketplace, this could further disrupt the current U.S. life insurance distribution model,' A.M. Best...

Published December 15, 2016

Ascensus to run Oregon’s public DC plan for private-sector workers

By Editorial Staff

Pennsylvania-based Ascensus is the nation’s largest independent retirement and college savings services provider, with more than $139 billion in assets under administration.

Published December 15, 2016

Charles Schwab offers hybrid-robo with $25k minimum

By Editorial Staff

Most clients will be invested in a fully automated, diversified portfolio using Schwab Intelligent Portfolios comprised of exchange-traded funds (ETFs) from Schwab, Vanguard, iShares and PowerShares.

Published December 15, 2016

Fitch reviews impact of DOL rule on wealth managers

By Editorial Staff

Depending on whether they pursue a fee-only or commissions model in response to the DOL rule, wealth managers may benefit or suffer, said a Fitch release.

Published December 15, 2016

NAFA elects new board members

By Editorial Staff

Brian Mann of Partners Elite Advisory Group will assume the role of chairman of the board of directors, succeeding Nathan Zuidema of Imeriti Financial Network.

Published December 15, 2016

On New Lincoln VA, the Income Benefit Is Mandatory

By Editorial Staff Thu, Dec 8, 2016

Available in 2017, the new product is called Lincoln Core Income. Its three underlying investments are all BlackRock iShares. The income benefit comes as part of the product, not...

Published December 8, 2016

Income benefits attract older variable annuity buyers: LIMRA

By Editorial Staff

People who purchased a variable annuity contract without the guaranteed living benefit are more than five years younger (57.3 years versus 62.5 years) on average than buyers who purchase...

Published December 8, 2016

Did your active fund underperform? Maybe a rich kid manages it

By Editorial Staff

'Managers from families in the top quintile of wealth underperformed managers in the bottom quintile by 2.16% per year,' according to a study by economists at the University of...

Published December 8, 2016

In the Netherlands, DB plans said to out-deliver DC plans

By Editorial Staff

Seven percentage points of the extra return produced by DB plans were due to shared investment risk between current and future generations. The remaining 13 percentage points came from...

Published December 8, 2016

Asset managers face five headwinds: Casey Quirk

By Editorial Staff

Except in the Chinese market, the rate of organic growth in global assets will likely fall below one percent in the near future, according to a new report from...

Published December 8, 2016

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Articles by Author: Editorial Staff

“Hipsters, lend us your ears,” says Betterment

Economies of scale allow Vanguard to further reduce fund fees

Bull market raises red flag: TrimTabs

Quote of the Week/Honorable Mention

In November, money shifted from bonds to (passive) equities: Morningstar

AIG offers fixed-rate annuity with an income rider

Honorable Mention

RIJ will return on January 5

Financial institutions brace for DOL haircut

Trump rally could be sign of trouble ahead: TrimTabs

Will your grandkids shop for annuities on Amazon?

Ascensus to run Oregon’s public DC plan for private-sector workers

Charles Schwab offers hybrid-robo with $25k minimum

Fitch reviews impact of DOL rule on wealth managers

NAFA elects new board members

On New Lincoln VA, the Income Benefit Is Mandatory

Income benefits attract older variable annuity buyers: LIMRA

Did your active fund underperform? Maybe a rich kid manages it

In the Netherlands, DB plans said to out-deliver DC plans

Asset managers face five headwinds: Casey Quirk

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