RetiremEntrepreneur: Lou Harvey

Louis S. Harvey is president and CEO of Dalbar, Inc., a Boston-based research firm that performs a variety of evaluations and quality ratings of financial services practices and communications.

Talking Annuities with AIG’s Todd Solash

Solash, who leads AIG's Individual Retirement business, spoke with us about the company's approach to the annuity market. The NAIC recently reported AIG's overall Life and Retirement businesses as having an industry-leading $18.4 billion in sales.

Risks that Can Ruin a Retirement, Part II

In retirement, "risk" can turn from an object of pursuit to an object of avoidance. In the second installment of a two-part article, our guest columnist continues his discussion of financial and other risks that retirees and advisors should anticipate.

Risks That Can Ruin a Retirement

In the first of a two-article series, the retirement expert, author and editor enumerates and describes the many risks that retirees face. (Spoiler alert: Mortality is not one of them.)
Featured

The Long Short Run

In the world as it is, we are all Japan in the early 1990’s, looking ahead to two or more decades of lost economic growth, observes the economist at U-C Berkeley.

PacLife launches fixed annuity with GLWB and roll-up

The product, which may be unprecedented, merges the most popular annuity options with the most basic annuity chassis. It’s a little like opting for heated leather seats, turbo and a Pandora radio link in a Hyundai Accent.
News

Managed-vol funds added to JeffNat’s Monument Advisor VA

The new managed-vol funds include three from American Funds that use the Milliman risk management technique, along with the Federated Managed Tail Risk Fund II and the Goldman Sachs Variable Insurance Trust Global Markets Navigator Fund.