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.
Willis Re, a reinsurance broker, has had an uptick in calls from life insurers hoping to execute what RIJ calls 'The Bermuda Triangle' strategy, thus removing a millstone and reaping a capital windfall. Willis Re executive Mike Kaster explains.
Luma Financial Technologies is now among the structured notes platforms that have chosen to add index-linked annuities to the products they support. It joins SIMON Markets and Halo in that space. In this last segment of our series on indexed products, we examine these new alliances.
RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion on a range of annuity-related topics.
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.
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.
The eight articles are available to the Journal of Retirement's paid subscribers. Brief descriptions of the articles are provided here.
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.
'Our expansion supports the growth in our offering and reflects the industry-wide shift to fiduciary-friendly, fee-based solutions,' Aria chairman and CEO David Stone said in a statement.
Brief or late-breaking items from Allianz, Great American Insurance Group and the Hueler Companies.