Editorial Staff, Author at Retirement Income Journal

Financial Engines offers call center support to rank-and-file participants

By Editorial Staff Wed, Oct 14, 2015

While participant interest in online advisory services is strong (60%), interest in services that included access to financial advisors is even stronger (68%), a new survey by Financial Engines...

Published October 15, 2015

Bank annuity fee income dips 4.1% in first half of 2015

By Editorial Staff

Wells Fargo & Company (CA), Morgan Stanley (NY), and Raymond James Financial, Inc. (FL) led all bank holding companies in annuity commission income in first half 2015.

Published October 15, 2015

RIIA’s RMA designation goes online

By Editorial Staff

The course is designed for financial advisors with at least three years’ experience who want to master RIIA's retirement planning advisory process and "View Across the Silos" approach to...

Published October 15, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from Conning Research, Milliman, the Dutch Pensions Federation, the Society of Actuaries,TrimTabs, Morningstar, Voya Financial, LIMRA and UBS.

Published October 15, 2015

Go Ahead, Buy the Harley

By Editorial Staff Thu, Oct 8, 2015

New research in the Journal of Personal Finance shows why retirees can spend 20% more in early retirement than the 4% rule allows. In our latest research roundup, we...

Published October 8, 2015

Prudential buys a chunk of JCPenney pension

By Editorial Staff

A portion of plan assets and liabilities of some 43,000 retirees and beneficiaries will move to Prudential without a cash contribution from JCPenney, according to a release. The deal...

Published October 8, 2015

‘Robo’ assets grow 208% in 15 months: Corporate Insight

By Editorial Staff

“Most of this growth can be attributed to the managed account model, as the appeal of the algorithm-based advice approach seems to have plateaued,” a Corporate Insight release said.

Published October 8, 2015

Who says America doesn’t save for retirement?

By Editorial Staff

Assets in individual retirement accounts (IRAs) totaled $7.6 trillion at the end of the second quarter of 2015, up 0.4% from the end of the first quarter. Story includes...

Published October 8, 2015

Industry-sponsored legal study attacks ‘robo-advisors’

By Editorial Staff

A recent paper by D.C. attorney Melanie Fein argues that “Robo-advisors do not provide personal investment advice, do not meet a high standard of care for fiduciary investing, and...

Published October 8, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from T. Rowe Price, Wealth-X, MassMutual, Voya, AARP, JPMorgan and BNY Mellon Fiduciary Solutions.

Published October 8, 2015

Will DOL proposal trigger “ratings events”? Too soon to say: A.M. Best

By Editorial Staff Thu, Oct 1, 2015

"The DOL has been receptive to insurers’ concerns and the next proposal could have significant changes,” A.M. Best analysts wrote.

Published October 1, 2015

Voya adds volatility-controlled index to its FIAs

By Editorial Staff

"The Point-to-Point Volatility Control Strategy tracks Deutsche Bank's proprietary CROCI (Cash Return on Capital Invested) US 5% Volatility Control Index," a Voya release said.

Published October 1, 2015

Kehrer Bielan releases bank annuity sales study for 2014

By Editorial Staff

The ten largest third-party broker dealers, which support annuity and investment sales in 2,559 banks and credit unions, accounted for 38% of the total annuity premium sold through financial...

Published October 1, 2015

Life insurers will take ‘manageable’ GAAP charges in 3Q2015: Fitch

By Editorial Staff

"We believe that the Fed's position increases the likelihood that life insurers will take GAAP charges in third-quarter 2015 tied to a revision in long-term rate assumptions," Fitch analysts...

Published October 1, 2015

Envestment managed accounts to be offered in MassMutual 401(k)s

By Editorial Staff

The service is called “RetireSmart Ready Managed Path.” The asset allocations use investment options already offered by the plan. The service is available to MassMutual plans with at least...

Published October 1, 2015

Assets of Money Market Institute firms rise to $4.2 trillion

By Editorial Staff Thu, Sep 24, 2015

The "representative as portfolio manager" continues to be the fastest-growing model within the wealth management industry, according to a new report from the Money Market Institute.

Published September 24, 2015

Retirement conferences this fall

By Editorial Staff

Here's a list of fall 2015 and winter 2016 conferences that might interest you, starting with the Financial Planning Association's annual conference in Boston this weekend.

Published September 24, 2015

Mega-deals missing from first-half life/annuity M&A: A.M. Best

By Editorial Staff

Over 40% of all deals were cross-border M&As, as companies go international in search of growth. A.M. Best believes private capital, whether buying or selling, will continue to play...

Published September 24, 2015

Vanguard and T. Rowe Price launch international funds

By Editorial Staff

New low-cost Vanguard index funds look for dividend-paying stocks overseas, while an actively-managed T. Rowe Price fund searches for undervalued financial, telecommunications and consumer discretionary stocks in emerging markets.

Published September 24, 2015

The Bucket

By Editorial Staff

Brief or late-breaking news from Allianz Life, American Funds/Capital Group, Pershing, 3D Asset Management, Morningstar Investment Services, and Wilshire Associates.

Published September 24, 2015

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Articles by Author: Editorial Staff

Financial Engines offers call center support to rank-and-file participants

Bank annuity fee income dips 4.1% in first half of 2015

RIIA’s RMA designation goes online

The Bucket

Go Ahead, Buy the Harley

Prudential buys a chunk of JCPenney pension

‘Robo’ assets grow 208% in 15 months: Corporate Insight

Who says America doesn’t save for retirement?

Industry-sponsored legal study attacks ‘robo-advisors’

The Bucket

Will DOL proposal trigger “ratings events”? Too soon to say: A.M. Best

Voya adds volatility-controlled index to its FIAs

Kehrer Bielan releases bank annuity sales study for 2014

Life insurers will take ‘manageable’ GAAP charges in 3Q2015: Fitch

Envestment managed accounts to be offered in MassMutual 401(k)s

Assets of Money Market Institute firms rise to $4.2 trillion

Retirement conferences this fall

Mega-deals missing from first-half life/annuity M&A: A.M. Best

Vanguard and T. Rowe Price launch international funds

The Bucket

Data Connection

Data Connection

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