Editorial Staff, Author at Retirement Income Journal

Lincoln Financial Distributors enhances annuity sales demonstrator

By Editorial Staff Thu, Aug 11, 2016

The enhancement “helps advisors address the impact taxes have on retirement planning and the need for income in retirement,” said John Kennedy, head of Retirement Solutions Distribution, Lincoln Financial...

Published August 11, 2016

Scalable Capital, a German robo, enters UK market

By Editorial Staff

In addition to the average ETF fee of 25 basis points, Scalable Capital charges an all-in annual fee of 75 basis points, for an approximate annual expense ratio of...

Published August 11, 2016

Manweb Group and Abbey Life complete £1bn pension risk transfer

By Editorial Staff

The deal is structured as a tri-partite insurance policy between Electricity Pension Trustee Limited, Manweb (a unit of Scottish Power, which is a unit of Iberdrola) and Abbey Life,...

Published August 11, 2016

Bank of England’s rate cut draws criticism

By Editorial Staff

'Trustees of pension schemes, whose deficits keep rising, are facing almost impossible investment dilemmas,' said Amlan Roy of the London School of Economics.

Published August 11, 2016

AARP offers $150k for Social Security innovation

By Editorial Staff Thu, Aug 4, 2016

Up to five successful applicants to AARP's 'Social Security Innovation Challenge' will be awarded up to $30,000 each to develop their policy innovations further.

Published August 4, 2016

In July, U.S. equity ETFs received biggest inflow of 2016

By Editorial Staff Wed, Aug 3, 2016

It’s a sign that “market participants are as confident as ever that central bank intervention will keep inflating asset prices,” said David Santschi, CEO at TrimTabs.

Published August 4, 2016

DC plans still slow to embrace lifetime income: Willis Towers Watson

By Editorial Staff

Most employers prefer education and planning tools, and partial or systematic withdrawals during retirement, to annuities or other managed payout options, which consultants called “more effective."

Published August 4, 2016

Quote of the Week

By Editorial Staff

“We see a very dramatic increase in the phenomenon of flat or falling incomes. The proportion of households that have been affected by this trend has virtually exploded, from...

Published August 4, 2016

Summer Issue of the Journal of Retirement Appears

By Editorial Staff Thu, Jul 28, 2016

Of the eight new articles, the one called “Strategies for Managing Retirement Risks” might be the most relevant for financial planners and advisors.

Published July 28, 2016

Most plan providers expect DOL rule to help asset retention: LIMRA

By Editorial Staff

'Nearly three quarters of plan providers anticipate their call center staff will need training to be able to distinguish education from advice,' said Matthew Drinkwater, Ph.D., assistant vice president,...

Published July 28, 2016

Net income of life/annuity industry down 73% in 1Q2016: A.M. Best

By Editorial Staff

A.M. Best views the industry as having adequate risk-adjusted capitalization, which is supported by the continued overall profitability.

Published July 28, 2016

Honorable Mention

By Editorial Staff

Brief or late-breaking items from MassMutual, Fidelity, New York Life, Raymond James, Allianz Life and Millennium Trust.

Published July 28, 2016

Quote of the Week

By Editorial Staff

“In choosing between various political parties and programs for the commonwealth’s social and economic organization most people are uninformed and groping in the dark. The average voter lacks the...

Published July 28, 2016

MetLife retail business will be Brighthouse Financial

By Editorial Staff Thu, Jul 21, 2016

The separation will allow MetLife to focus “on our group business in the U.S… and our international operations,” said Steven A. Kandarian, MetLife chairman, president and CEO, in a...

Published July 21, 2016

Who has skin in the presidential race? Not insurers!

By Editorial Staff

Low interest rates were cited as the biggest industry threat (by 37.6% of insurers), followed by increased regulations (26.2%), competition (19.3%) and antiquated business models (12.4%).

Published July 21, 2016

Conning expects lower annuity sales in 2016-2017

By Editorial Staff

'The greatest disruption will be seen in mid-sized and large insurers with greater focus on indexed and variable annuities,' said Steve Webersen, head of Insurance Research at Conning.

Published July 21, 2016

Betterment reaches $5 billion in AUM

By Editorial Staff

Betterment also announced this week that Amy Shapero has joined the company as Chief Financial Officer.

Published July 21, 2016

Vanguard emeritus Jack Brennan to chair FINRA

By Editorial Staff

Brennan has served as FINRA’s Lead Governor since 2011. In June, FINRA announced that Robert W. Cook will become FINRA’s new chief executive in the second half of 2016.

Published July 21, 2016

Incomes, Cost-of-Living Higher in Blue States: LendingTree

By Editorial Staff Thu, Jul 14, 2016

In LendingTree's survey, Hillary Clinton supporters were almost twice as likely to say they were financially very happy as were Donald Trump supporters (18.3% vs. 9.3%).

Published July 14, 2016

A new topic for Brits to argue about: Decumulation

By Editorial Staff

Two UK small-plan providers, The People's Pension and Now Pensions, don't want NEST, the public DC option for small companies, to offer a retirement income strategy in competition with...

Published July 14, 2016

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Articles by Author: Editorial Staff

Lincoln Financial Distributors enhances annuity sales demonstrator

Scalable Capital, a German robo, enters UK market

Manweb Group and Abbey Life complete £1bn pension risk transfer

Bank of England’s rate cut draws criticism

AARP offers $150k for Social Security innovation

In July, U.S. equity ETFs received biggest inflow of 2016

DC plans still slow to embrace lifetime income: Willis Towers Watson

Quote of the Week

Summer Issue of the Journal of Retirement Appears

Most plan providers expect DOL rule to help asset retention: LIMRA

Net income of life/annuity industry down 73% in 1Q2016: A.M. Best

Honorable Mention

Quote of the Week

MetLife retail business will be Brighthouse Financial

Who has skin in the presidential race? Not insurers!

Conning expects lower annuity sales in 2016-2017

Betterment reaches $5 billion in AUM

Vanguard emeritus Jack Brennan to chair FINRA

Incomes, Cost-of-Living Higher in Blue States: LendingTree

A new topic for Brits to argue about: Decumulation

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