Annuity issuers want—and need—their products to be included as a matter of course in the model portfolios or asset allocation software tools that more advisors are expected to rely on in the future.
'Now tell me again,' said my neighbor, who works as a public health administrator, 'why I shouldn’t worry about the size of the federal debt.' So I did.
A new report from ClubVita shows that life expectancy increased at a faster rate for more financially well-off retirees between 2001 and 2014.
'Fast and Frumious' is a new feature in Retirement Income Journal. It contains short items that caught our eye or raised our eyebrows during the past week--ranging from the serious to the humorous.
'Improving financial literacy, increasing workplace productivity, and decreasing employee stress are hard to attribute directly to a financial wellness initiative,' the consulting firm said this week.