In February, Nationwide introduced New Heights, a fixed indexed annuity with an enticing "uncapped" crediting strategy and a novel living benefit rider for the b/d and independent agent channels. It's designed by Annexus to maximize what investors care about most.
The thrust of last week’s ICI Retirement Summit was that there’s no broad retirement savings crisis needing government action. But that doesn’t mean Boomers won’t need help with decumulation.
On the verge of his 80th birthday, Sharpe, who won the 1990 Nobel Prize for his Capital Asset Pricing Model, has been writing a blog that documents his work on an open-source software tool that can help advisers and their clients test retirement income strategies.
Managed-volatility funds can adequately address the income volatility worries of many high net worth retirees, say Milliman and Jefferson National, both of whom are pitching such funds.
Six months ago, SEI, which specializes in multi-manager TDF funds, recruited veteran defined contribution specialist Scott Brooks (left) away from Deutsche Asset & Wealth Management to start making presentations to large DC plan sponsors.
Today’s issue of RIJ, which represents our 250th issue and marks our five-year anniversary as a publication, seems like an appropriate vehicle for a brief message about how we’re “doing” and our plans for the future.
For answers to our questions about the impact of high-frequency trading, we turned to Vanguard. The no-load index fund specialist seems to think HTF does more good than harm.
Excluding the transfer of Fidelity's mutual fund assets to collective investment trusts, PIMCO was the only fund provider among the top 10 to see net outflows in the first quarter.