UBS Looks at Longevity and Annuities

For years, wealth managers have paid little attention to longevity risk or annuities. But times are changing, and even wirehouses like UBS are at least talking the longevity talk.

Drama in Des Moines

Rejecting a takeover bid by Athene and MassMutual, fixed index annuity issuer American Equity will partner with Brookfield Asset Management. The deal releases up to $350m in capital for American Equity, and makes it a 'Bermuda Triangle' player. Photo: AEL headquarters in Des Moines.

The Five Most Important Retirement Income Decisions

'Many of the decisions presented here are beyond the skills of most pre-retirees and retirees,' writes the author, a research scholar at the Stanford Center on Longevity. 'They’re going to need help.'

A Closer Look at CLOs (and Other U.S. Credit)

Bond mavens, check this out. A new SEC report describes how most of the $54-trillion dollar U.S. credit market survived last spring's financial crisis. It covers securitized 'leveraged loans,' which provide high-octane fuel for fixed indexed annuity issuers.
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Are the Bears Crying Wolf?

As Bulls celebrate Janet Yellen's latest walk down "easy" street, technical analysts tell RIJ that, according to their charts, Wall Street is headed for hard times.
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Video: Obama talks about Borzi rule at AARP

The president spoke at the offices of AARP in Washington Monday, praising the re-proposal of the Labor Dept. rule holding retirement advisors to a "fiduciary" standard of conduct. The re-proposal was sent to the Office of Management and Budget for review this week.