Bill Sharpe’s New Retirement Blog

By Kerry Pechter
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-Vol: Bromide for Queasy Retirees

By Kerry Pechter
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.

In Radical Move, Britain Deregulates Retirement

By Kerry Pechter
“Pensioners will have complete freedom to draw down as much or as little of their pension pot as they want, any time they want,” said the UK Chancellor of the Exchequer, George Osborne (pictured with his new budget), in his annual Budget speech to Parliament.

Two Advisers, Two Strong Opinions of FIAs

By Kerry Pechter
If annuities in general incite controversy, FIAs are easily the most polarizing annuities. Just listen to what Howard Kaplan, an LPL adviser in the New York area, and Harry Keller, a Philadelphia-area adviser affiliated with ING Financial Partners, have to say.
Featured

The Changing Face of Global Risk

By Nouriel Roubini
As was the case during the global financial crisis, investors today seem to be having difficulty in estimating, pricing, and hedging a variety of tail risks properly, writes NYU professor and economics pundit Nouriel Roubini in this guest column.

Orange You Glad the Re-branding Campaign is Almost Over?

By Kerry Pechter
“Orange signals our optimism,” Ann Glover, the CMO of Voya Financial, told RIJ in talking about the importance of Voya's keeping the ING color as it separates from ING Group. ING US is nearing the end of its year-long rebranding effort.
News

Don’t neglect the ‘middle market’: LIMRA SRI

By Editorial Staff
With so many advisers and companies focusing on the high net worth investor market, America's 13 million middle-market investors continue to be neglected and underserved. Therein lies opportunity, according to LIMRA's research unit.

Genworth survey probes financial apathy

By Editorial Staff
Many Americans regard financial products as too complex, or say they don’t have time to learn about finance, or are uncertain about how to get started, according to an online poll sponsored by Genworth of 1,016 Americans over age 25 with at least $50,000 in savings.