‘We’re the Kasparov Inside’

By Kerry Pechter
‘I’ve been on the bleeding edge as much as I’ve been on the leading edge, and it’s not always a comfortable place to be,’ said Judson Bergman, Chairman and CEO of Envestnet (above).

Is (or Isn’t) Time Running Out for the Fiduciary Rule?

By Kerry Pechter
Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last June, and that it may be hard to stop the rule--or even delay the April 10 applicability date--without another lengthy review and public comment process.

Más o Menos: Ticos Cheerfully Eke By

By Kerry Pechter
With 4.8 million people, Costa Rica’s problems are comparable to those of a big U.S. city, like Los Angeles or Chicago. Yet the tensions of a large U.S. city seem absent here, as the famously warm and friendly 'Ticos' go about their business. (Photo: Traffic in San Jose)
Featured

‘A Dangerous Time in History’

By Michael Gayed
The current investment narrative is based on the assumption that Trump will be a reflationary president, says our guest columnist, the chief investment strategist at Pension Partners LLC. He urges us to start questioning our news-based assumptions.

Will Trump Derail the Fed’s Game Plan?

By Stephen Slifer
'If the Fed can engineer a record-breaking length period of expansion, why in the world would anyone want to tinker with the process?' writes the blogger at NumberNomics.com, a former senior economist at the Fed and chief U.S. economist for Lehman Brothers.
News

Is (or Isn’t) Time Running Out for the Fiduciary Rule?

By Kerry Pechter
Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last June, and that it may be hard to stop the rule--or even delay the April 10 applicability date--without another lengthy review and public comment process.

Indexed annuity sales hurt by fiduciary rule: LIMRA SRI

By Editorial Staff
'Until there is some clarity on the DOL fiduciary rule, the Institute expects sales to continue to drop in 2017,' said Todd Giesing, assistant research director of the LIMRA Secure Retirement Institute.

Trump rally takes unexpected direction: Morningstar

By Editorial Staff
In January, investors put $30.6 billion into U.S. equity passive funds, down from $50.8 billion in December 2016, the report showed. On the active side, investors pulled $20.8 billion out of U.S. equity funds during the month.

Perhaps with less to spend, retired Southerners spend less

By Editorial Staff
Among 65-to-74-year-olds, Northeastern households had the highest median annual spending ($41,860) and Southern households the lowest ($32,836), according to new research by the Employee Benefit Research Institute.

Steep drop in fintech investment: KPMG

By Editorial Staff
Globally, fintech funding fell to $25 billion in 2016 from $47 billion in 2015. Nonetheless, 2016 was the third strongest year for fintech investment and second highest year for venture capital (VC) fintech investment.