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October 19, 2018

Will Fee-Only Advisors Warm to Annuities?

By Kerry Pechter

At the National Association of Personal Financial Planners' meeting in Philadelphia this week, Wade Pfau of The American College and David Lau of DPL Financial Planners urged fee-only advisors to mix annuities and investments in retirement. (Painting of Philadelphia trolley stop by Paul Santoleri.)  

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The Link Between Aging and Populism

By Edoardo Campanella

'A growing sense of insecurity may be pushing the elderly into the populists’ arms... Nationalist parties all promise to stem global forces that will affect older people disproportionately,' writes our guest columnist, an academic in Madrid, Spain.

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Two firms position themselves for the ‘open MEP’ market

TAG Resources, LLC, headquartered in Knoxville, TN, is a pioneer in the area of Multiple Employer Plans (MEPs), including creating and trademarking 'The Open MEP.'

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Honorable Mention

New CEO at Thrivent, Prudential announces $3.2 billion in pension risk transfer deals, new FIA for retirement savings from American Equity, Concord Coalition warns about growing federal deficit and debt.

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Flight from active to passive funds and ETFs slowed in September: Morningstar

Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a decade.

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New digital MYGA platform from Blueprint Income

'We're seeing that many of those nearing retirement want to have at least a portion of their money earning a guarantee, whether that's a guaranteed return or guaranteed income,' said Nimish Shukla, CFA and a Blueprint Income co-founder.

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Jackson National hires Michael Falcon as new CEO

In other Jackson-related news, A.M. Best has removed from under review and affirmed the A+ (Superior) strength rating of Jackson National Life Insurance Co.

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