Low Hanging Life Insurers

Patient investors in search of stock-market bargains might consider the shares of U.S. life insurance companies.

The Key to Turning On 401(k) Annuities

Micruity, a tech startup with a 30-year-old CEO, says it has the "middleware" that can integrate 401(k) plans and annuity issuers. Will the retirement industry listen?

Wells Fargo’s New Annuity Wagon

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.

Patently Controversial

Lincoln National Life has received a new patent on its GLWB process, raising concerns that it might once again seek royalties from other VA issuers.

Summary of proposals in Obama budget

Here are proposals in the new Obama budget that are likely to affect members of the financial, insurance or retirement planning industries.

The Bucket

Brief or late-breaking items from DST, The Hartford, LPL Financial, RIIA, MassMutual, Consolidated Credit Counseling Services, Lincoln Financial Distributors, and Mutual of Omaha.

‘Field Research’ in Behavioral Finance

Real scientists scoff at the value of "anecdotal evidence." But you can learn a lot about the psychology of money at a garage sale, or when you're buying clothes.