How to Build an ‘Income-Oriented’ Portfolio

In this research roundup, we summarize six important new research papers, including analyses of retirement income strategies by experts from Morningstar and The American College. Story includes links to research.

The Key to Turning On 401(k) Annuities

Micruity, a tech startup with a 30-year-old CEO, says it has the "middleware" that can integrate 401(k) plans and annuity issuers. Will the retirement industry listen?

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
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Conflict of Interests

On Monday, the hearings on the Department of Labor's fiduciary proposal will begin in Washington. Will they deal with the fundamental issues, or with legal technicalities? (Link to the agenda is included here.)

RetirePreneur: Bo Lu

Bo Lu is co-founder and CEO of FutureAdvisor, a San Francisco-based digital advisory firm that helps mass-affluent Americans manage their savings.
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John Hancock Retirement to offer HelloWallet robo-advisor

HelloWallet, which is owned by Morningstar, "uses findings from behavioral finance and industry experts to help guide people toward making smart financial choices in easy and incremental steps,” John Hancock said in a release.