The Reverse Mortgage Puzzle: Part III

“There’s still a dark cloud over HECMs,” said Michael Banner, a long-time advocate of reverse mortgages who has a CE-accredited business devoted to teaching financial advisors about HECMs.

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.

The Case Against Helicopter Money

'Distributing largesse financed by the central bank would have dangerous systemic consequences in the long run,' writes the chief economist of Allianz SE.

Envestnet and partners add automated retirement solutions

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 a release.

Morningstar and Redtail expand partnership

The integration expands the relationship between the two firms. In 2014, Morningstar's proprietary research and analytics were added to the Redtail CRM user interface.