Shekel by Shekel: How Israelis Save

For the last decade, Israeli workers have contributed to mandatory defined contribution savings plans at work and must convert at least part of their savings to a lifetime income stream in retirement. (Photo: The entrance to Jerusalem's new underground train station.

A Mixed Economic Bag in 2019

Seven factors will shape the global economy this year, writes our guest columnist, a professor at New York University.
Public Policy

How Government Policy Promotes Wealth Inequality

'Simply leveling wealth from the top still will leave a large number of households holding zero percent of all societal wealth,' writes our regular columnist, a former Treasury official.
Earnings season

Quarterly reports from four annuity issuers

Brighthouse, American Equity, Prudential and Lincoln offer fourth quarter and full-year 2018 earnings reports, including individual annuity and retirement plan results.

Honorable Mention

Murphy succeeds Reynolds at Great-West, Investors flock to emerging market ETFs: TrimTabs, AIG garners DALBAR awards.


February 7, 2019

A Genuine ‘Value Fund’ Is Hard to Find

"Even if the fund says ‘value,’ there’s no likelihood that it’s a value fund,” said Martin Lettau of UC-Berkeley, co-author of a study showing that Dimensional's value funds may be the only funds in...
January 31, 2019

An FIA Designed By RIAs

The "ClearLine" fixed indexed annuity was developed by Security Benefit Life and DPL Financial Partners with input from the registered investment advisors who use DPL's no-commission annuity purchasing platform.
January 25, 2019

Notable Retirement Research of 2018

Our selection of ten outstanding retirement-related research papers from 2018 starts off with a summary of Joe Tomlinson's proposal for three new annuity products that have never been issued but should be, in his...