Letterman, look out. Retirement Income Journal offers its own list of the year's highlights in the retirement income industry (or in one person's small corner of it).
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.
Because corporations have been returning more of their profits over to shareholders and less to workers, especially over the past 30 years, according to authoritative recent research. The implication is that investors' gains have come at the expense of workers, who own little stock.
Catching up with the 'application programming interface' technology train is essential for annuity issuers. APIs integrate annuities into advisor platforms, reduce NIGO applications, and give clients a fluid online experience.
Here’s one observer's somewhat disappointed reaction to the special section on Retirement Income Planning in the December 2010 issue of the Journal of Financial Planning.
Which caused the financial crisis? A minority report from the Financial Crisis Inquiry Commission and a forthcoming book from economists at NYU try to explain.
A new white paper from Wolters Kluwer Law & Business details the elements of the law.
The payroll tax holiday alone is estimated to inject $120 billion into the economy in 2011.
Plan sponsors are required to provide participants with information about all of their plans’ investment options in a single chart or similar format, said SPARK general counsel Larry Goldbrum.
After Iowa advisor Curtis Cloke wrote to RIJ about our article, “Singing from the Fee-Only Song Book” (November 17, 2010), advisor Glenn Daily commented on Cloke’s letter. Cloke sent this letter in rebuttal of Daily's comment.
The move follows concern that the long running bull market in bonds is in bubble territory and that inflation and economic growth will damage future returns, according to a report in IPE.com.
Late-breaking items from AXA Equitable, Lincoln Financial, MFS, Transamerica, Aon Hewitt, Principal Financial, Ernst & Young and more...