The shorthand message to registered investment advisors at the Technology Tools for Today (T3) conference in chilly Fort Lauderdale this week: Don't end up as a Yellow Cab in an Uber world.
Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
In her new book, 'The Deficit Myth,' Stephanie Kelton explains Modern Monetary Theory--and how we can afford a lot more as a nation than we think we can.
The deal, part of a trend in private-equity acquisitions of life/annuity properties that began a decade ago, makes KKR about one-third larger. The trend tailwind: low rates.
Neither monetary policy nor the financial sector is doing what it’s supposed to do. The flood of liquidity has gone toward creating financial wealth and inflating asset bubbles, rather than strengthening the real economy, write our guest columnists.
An elderly woman's remaining wealth was being eroded by a feckless daughter and granddaughter. Could an advisor solve a family mess with an annuity?
"With this release, we believe we have set new standards for usability, scalability and flexibility in the digital advice space," said Andrew Rudd, Chairman and CEO of Advisor Software Inc.