“Face-Off” at the IRI Marketing Conference

Annuity manufacturers and distributors went eyeball-to-eyeball at the Insured Retirement Institute's marketing conference in New York this week, where medical economist J.D. Kleinke (pictured here) was a featured speaker. Photo by IRI.

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.
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A Regulatory Nudge Is Needed

Since current Wall Street risk management methods are in the interest of those who work on Wall Street, they will not be changed except by regulatory means.
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