Fidelity Sees ‘Robo-Advice’ at Its Heels, and in its Future

By Kerry Pechter
'From eMoney they’re getting the retail and advisor aggregation tool and the client portals; that is, the user experience part, where the industry is playing catch-up with the robo-advisors,' said financial software analyst Joel Bruckenstein.

Jack of Alternatives

By Kerry Pechter
"I believe that alternative investments—in four broad categories—are areas where people should diversify," said former Jackson National Life executive Clifford Jack in an interview with RIJ. His book, 'Generation Alt,' was published last summer.

The Ultimate Income Strategy

By Kerry Pechter
"By making the final years of life (should they occur) the insurance company’s problem, makes retirement investing feel more manageable,” write Laurence Siegel and Barton Waring in the Financial Analysts Journal.

Let’s Concentrate on Recordkeeping

By Kerry Pechter
What's driving the flurry of consolidation in the defined contributon plan recordkeeping industry? RIJ asks the experts: Fred Reish, Mark Fortier, Peter Littlejohn, James Holland, Jeff Feld, Tom Clark and Nevin Adams.
Featured

Why the Borzi Proposal is So Scary

By Kerry Pechter
The "conflict of interest" or "fiduciary" rule could stop the manufacturers of retirement products from distributing to one of their target markets: the owners of $6 trillion in rollover IRA assets.

An Unconventional Truth

By Nouriel Roubini
Simply put, we live in a world in which there is too much supply and too little demand. The result is persistent disinflationary, if not deflationary, pressure, despite aggressive monetary easing.
News

Twin bills could help small-plan formation

By Editorial Staff
In the Senate, the sponsors were Senators Susan Collins (R-ME) and Bill Nelson (D-FL). In the House, the sponsors were Representatives Vern Buchanan (R-FL) and Ron Kind (D-WI).