Here are summaries of four research papers on topics ranging from the argument for a federal digital currency to the real causes of 'black swan' crises, and from the insurance-purchasing habits of the wealthy to the likely effect of Boomer decumulation on interest rates. Add fresh factoids to your cocktail-party banter supply.
When choosing an annuity from a life insurer, advisers and clients need to understand that life/annuity companies have different business models and ownership structures, and that these differences matter. That's especially true now that private equity firms are in the annuity business.
Button succeeds Morris as Pacific Life CEO; Net income up, total income down for life/annuity industry in 1H2021; Athene Holding acquires £3 billion UK mortgage loan originator.
Launched in July, the BlackRock Dynamic Allocation Index consists of about 50% stocks or real estate and 50% Treasury or investment-grade fixed income instruments at any given time. It targets a 5% volatility level.
Roper will focus on issues relating to retail investor protection, including broker-dealer oversight, investment adviser oversight, and examinations, an SEC release said.