The Ghost of VA Contracts Past

Insurers and asset managers love managed-vol funds and VA portfolios, whose sales are climbing. But in a low-vol bull market, advisors wonder about their value.

‘Smart,’ from UK, Enters the US PEP Market

'Smart' is the recently-launched American branch of a British fintech with expertise in a kind of retirement savings plan that's called a 'master trust' in the UK and a 'pooled employer plan' or PEP in the US. RIJ interviewed two of its top executives.

Research Roundup

Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.

‘iTDFs’ Smooth the Bumps of Retirement Income

A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.
Featured

Deconstructing Warren

In new research, three quants from AQR Capital Management have tried to explain exactly why Warren Buffett has been so successful. They neglect to mention that he made the mother of all market-timing moves in October 1974.
News

“Empathy for Geeks”

Annuity product manager and actuary Lance Poole of Protective Life gives a "TED talk" in which he explains how even actuaries can learn empathy with customers and demonstrates that empathetic companies have higher profits and share prices.

Everybody wants to be a wealth manager

"Advisers are more likely to set an asset minimum (43%) than to have a definition of their ideal client," according to results of a survey by the Financial Planning Association and Advisor Impact.