Editorial Staff, Author at Retirement Income Journal

Despite DOL rule, A.M. Best raises outlook for indexed annuity issuer

By Editorial Staff Thu, May 19, 2016

'Positive rating actions could occur if diversifies its product offerings into more creditworthy product lines, resulting in sales growth in products other than fixed indexed annuities,' A.M. Best...

Published May 19, 2016

Platform plays matchmaker between fiduciary advisors and prospects

By Editorial Staff

Participating NAPFA advisors can obtain onboarding services at a discounted rate. These include developing messaging for videos and shooting the videos to be included with the advisor profile, as...

Published May 19, 2016

Robos force advisors to step up their games: Cerulli

By Editorial Staff

'Investors desire deeper online, goal-oriented resources, research, and content... but they lack the bandwidth or attention span to dedicate significant time toward their financial well-being,' according to Cerulli.

Published May 19, 2016

2106 Milliman Ad

By Editorial Staff

Published May 19, 2016

Athene Holdings, a major fixed indexed annuity issuer, registers for IPO

By Editorial Staff Thu, May 12, 2016

In 2015, Athene USA was the fifth biggest seller of indexed annuities in the US, with $2.55 billion in sales and a 4.8% market share. It trailed Allianz Life,...

Published May 12, 2016

Conning study assesses pension risk transfer (PRT) market

By Editorial Staff

'Longevity risk may be a future issue for U.S. insurers since they currently do not incur a longevity charge under RBC,' Conning analyst Scott Hawkins told RIJ in an...

Published May 12, 2016

UK investors more open to robo-advice than Americans

By Editorial Staff

In the US, 28% of those surveyed said they don’t think they will use robo advice tools in the future, compared with only 12% in the UK.

Published May 12, 2016

Extra, extra! It’s a real-time event-based API!

By Editorial Staff

Wealth management firms, brokers, exchanges, trading software providers and fintech start-ups can use the service, which can monitor price data on stocks, futures, options, forex, mutual funds, ETFs and...

Published May 12, 2016

FINRA fines MetLife $20 million for VA replacement misconduct

By Editorial Staff Thu, May 5, 2016

‘MSI represented to customers that their existing VA was more expensive than the recommended VA, when in fact, the existing VA was less expensive,’ FINRA said.

Published May 5, 2016

AXA and BlackRock make news, separately, in the UK

By Editorial Staff

AXA will divest its life insurance and savings business in Britain and BlackRock has sold it defined contribution plan administration business in the UK to AEGON.

Published May 5, 2016

Free e-book from Society of Actuaries covers diverse aspects of retirement

By Editorial Staff

The book, which includes essays submitted for SOA awards, includes a first-prize article by R. Evan Inglis that "provides a rule of thumb for decumulation with a range attached...

Published May 5, 2016

2016 Social Security Claiming Guide now available

By Editorial Staff

"The Social Security Claiming Guide sorts through all the options, spells out how much you can get, and answers frequently asked questions—all in a clear, easy-to-read, and colorful format,"...

Published May 5, 2016

Most Americans clueless about fees: Hearts & Wallets

By Editorial Staff

'We have a major problem,' said Laura Varas, founder and CEO of Hearts & Wallets, in a release. “Consumers should know what they pay... Regulation has a role, but...

Published May 5, 2016

Hord and Bradley-Golding join Voya’s large-plan retirement team

By Editorial Staff

Bob Hord previously worked at Wells Fargo and Sally Bradley-Golding previously worked at Financial Engines.

Published May 5, 2016

Vanguard fees fall to as low as two cents per $1,000

By Editorial Staff Fri, Apr 29, 2016

The expense ratio reductions span five fund share classes (Investor, Admiral, ETF, Institutional, and Institutional Plus) across five fund categories: Domestic stock index, domestic bond index, balanced index, managed...

Published April 29, 2016

In DC plans, managed accounts and TDFs suit different wealth tiers: Cerulli

By Editorial Staff

The four largest managed account providers in the U.S., with about 95% of the market, include Financial Engines (60%; $113.4 billion), Morningstar (21%; $40.3 billion), Fidelity (8%; $14.5 billion)...

Published April 29, 2016

Manager who helped launch three-insurer in-plan annuity rejoins AllianceBernstein

By Editorial Staff

In his first tour at AB, Jeff Eng helped develop and launch Lifetime Income Strategy, the first target-date fund with a guaranteed lifetime withdrawal benefit rider option provided by...

Published April 29, 2016

Those who work longer live longer, study shows

By Editorial Staff

Healthy retirees who worked a year longer had an 11% lower risk of mortality, while unhealthy retirees who worked a year longer had a 9% lower mortality risk.

Published April 29, 2016

Integrity Life enhances popular Indextra indexed annuity

By Editorial Staff Thu, Apr 21, 2016

Launched Sept. 29, 2014, Indextra has garnered sales to date of more than $800 million, making it the most successful first-year product debut in W&S Financial Group Distributors history....

Published April 21, 2016

Envestnet and partners add automated retirement solutions

By Editorial Staff

VMS's Retirement Revolution platform offers multiple services, including plan design and set-up, full recordkeeping and administration, and fiduciary protection that addresses the new DOL rules, the companies said in...

Published April 21, 2016

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Articles by Author: Editorial Staff

Despite DOL rule, A.M. Best raises outlook for indexed annuity issuer

Platform plays matchmaker between fiduciary advisors and prospects

Robos force advisors to step up their games: Cerulli

2106 Milliman Ad

Athene Holdings, a major fixed indexed annuity issuer, registers for IPO

Conning study assesses pension risk transfer (PRT) market

UK investors more open to robo-advice than Americans

Extra, extra! It’s a real-time event-based API!

FINRA fines MetLife $20 million for VA replacement misconduct

AXA and BlackRock make news, separately, in the UK

Free e-book from Society of Actuaries covers diverse aspects of retirement

2016 Social Security Claiming Guide now available

Most Americans clueless about fees: Hearts & Wallets

Hord and Bradley-Golding join Voya’s large-plan retirement team

Vanguard fees fall to as low as two cents per $1,000

In DC plans, managed accounts and TDFs suit different wealth tiers: Cerulli

Manager who helped launch three-insurer in-plan annuity rejoins AllianceBernstein

Those who work longer live longer, study shows

Integrity Life enhances popular Indextra indexed annuity

Envestnet and partners add automated retirement solutions

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