Carmen Reinhart, co-author with Kenneth Rogoff of the best-selling "This Time Is Different," spoke at the IMCA conference in New York this week. We're five years into a 10-year recovery from the credit binge, she said.
A directory of 27 software tools accompanies this overview of the rapidly evolving financial planning technology industry.
ING U.S. Retirement will combine its own target date funds with the AllianceBernstein three-insurer annuity platform to offer a lifetime income option to its 52,000 small and mid-sized plans.
Advisors can’t do everything themselves. But they need to be careful in choosing what to hand off to a software tool, a vendor or an assistant.
This hip-hop bout between "Keynes" and his nemesis "Hayek" was screened at the IMCA conference Tuesday. If you're not among the millions who've seen it on YouTube, prepare for highbrow humor with a back beat (you can't lose it).
Only field marketing organizations and agents associated with the Allianz Preferred distribution model will distribute the Allianz 365i Annuity, whose income rider costs 1.2% per year.
SunAmerica has also introduced a new investment portfolio – the SunAmerica Dynamic Allocation Portfolio –as an underlying investment in their variable annuity products.
"We want to help clients employ different strategies that go beyond the simple, 60/40 equity-and-fixed income portfolio rule of the past,” said the head of BlackRock’s U.S. retail business.
Job losses in higher-income industries like government and financial services have apparently added to the weakness in household earnings and hurt overall spending.
Brief or late-breaking items from Prudential Retirement, John Hancock Annuities, John Hancock Financial Network, TD Ameritrade, TIAA-CREF, Northwestern Mutual Life, Securian Retirement, and Great-West Life & Annuity.
We’re making retirement income research RIJ’s main topic for February.