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.
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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.
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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.