How to Walk Through Fire

Crossing the retirement "red zone" might be compared to a fire-walk. But here are three advisors who are guiding clients (and their portfolios) from age 55 to age 65 with barely even a hot-foot.

A Summer Crop of Variable Annuities

Allianz Life, Genworth Financial, John Hancock Life, and MetLife have all introduced new variable annuity contracts. Of the four new entries, John Hancock's stands out as the simplest and cheapest.

CalPERS Gives Rating Agencies an FFF

In a new lawsuit, California's state pension fund blames the 'issuer pay system' at the top three rating agencies for part of its investment losses last year.

Feeling TIPSy

Seeing the potential for inflation ahead, analysts now recommend inflation-protected Treasuries, or TIPS, more strongly than ever. But 401(k) participants buy few TIPs, and not every plan offers them.
Featured

Nationwide and MSSB Ink SALB Deal

A Nationwide income guarantee will be offered to Morgan Stanley Smith Barney's Select UMA holders. The wirehouse expects to use up the initial $250 million capacity in six months.

‘Breakaway Broker’ Is A Myth

Wirehouse reps still manage almost half of the assets in all retail advisory channels, according to Cerulli Associates' exhaustive annual study.
News

Obesity Linked to Retirement Insecurity

Per capita medical spending for the obese is $1,429 higher per year, or roughly 42% higher, than for someone of normal weight, a new research study claims.