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Frequency of Life Shocks that May Prompt Retirement

Tue, Feb 19, 2019

Published February 21, 2019

Percent of High and Low B-to-M Stocks in Largest Value and Growth Funds

Thu, Feb 7, 2019

Published February 7, 2019

Best and Worst Fund Flows in December

Fri, Jan 25, 2019

Published January 25, 2019

Largest Global Insurers

Thu, Jan 10, 2019

Published January 10, 2018

Weapons of Information Warfare

Thu, Dec 20, 2018

Published December 20, 2018

Retirement Leaders Who Urged House Leaders to Take Action

Thu, Dec 13, 2018

Published December 13, 2018

Milestone Retirement Policy Ages (U.S.)

Thu, Dec 6, 2018

Published December 6, 2018

Top 20 Fixed Indexed Annuity Issuers

Thu, Nov 29, 2018

Published November 29, 2018

An Employer Match Makes a Difference

Thu, Nov 22, 2018

Published November 22, 2018

Anticipated Increases, Global Mutual Fund Management Fees, 2017-2025 (Projected)

Thu, Nov 15, 2018

Published November 15, 2018

‘The Advice Opportunity’

Thu, Nov 8, 2018

Published November 8, 2018

Stats from Bob Kerzner’s LIMRA Swan Song

Thu, Nov 1, 2018

Published November 1, 2018

Outstanding Household Debt 2Q2018

Thu, Oct 25, 2018

Published October 25, 2018

Three Questions to Ask Clients

Fri, Oct 19, 2018

Published October 19, 2018

Poverty Rates in the US (by segment), 2017

Thu, Oct 11, 2018

Published October 11, 2018

US cities with job growth and/or growth for kids

Fri, Oct 5, 2018

Published October 5, 2018

Numeracy Test for Clients (or Anyone)

Thu, Sep 27, 2018

Published September 27, 2018

Ten Reasons for RIAs to Sell No-Commission Annuities

Thu, Sep 13, 2018

Published September 13, 2018

Public Reactions to SEC ‘Best Interest’ Proposal

A survey sponsored by AARP, the Consumer Federation of America, and the Financial Planning Coalition shows that most people are at best confused by the language of the SEC's...