In Target-Date Space, It’s Vanguard, Et Alia

Vanguard’s domination of TDF flows in recent years has paralleled its domination of overall mutual funds flows. Competitors search for ways to be different, but not too different.

This Is How You Sell Annuities

'This works really well with couples, where the husband is a risk taker but the wife is worried that she’ll be left without any money,' said Curtis Cloke about Retirement NextGen, a new software tool that replicates his planning techniques.

The Case for ‘Behavioral’ Portfolio Theory

In his latest book, 'Finance for Normal People: How Investors and Markets Behave,' Prof. Statman describes the behavioral-wants frontier. He contends that people seek 'utilitarian, expressive and emotional' benefits from what they buy.

Time for Retirement ‘SeLFIES’?

The Nobel Prize-winning economist and his colleague propose a new way to turn DC savings into retirement income. It involves 'Standard of Living Indexed, Forward-Starting, Income-Only Securities' (SeLFIES), an unprecedented government bond.

The Fight over Symbols Prevents Real Reform

With health, immigration, trade, and tax policy, the need for real improvements takes a backseat to counterproductive fights over political symbolism, writes our guest columnist, an economist and former Treasury official now at the Urban Institute.

Today at the Retirement Industry Conference

The consensus here at the LIMRA Secure Retirement Institute/SOA Retirement Industry Conference is that the fiduciary rule is here to stay. But industry executives hope that it will be tweaked to remove the right-to-private-action, which opens firms to class action lawsuits.

Center for Retirement Research gets political

The humble IRA is at the center of the two biggest retirement-related controversies in Washington, D.C. today: the fiduciary rule and the exemption from ERISA for state-sponsored auto-IRAs.

Honorable Mention

Brief or late-breaking items from Allianz, Great American Insurance Group and the Hueler Companies.