The next wave of automation in retirement plans will be chatbots--intelligent virtual assistants that both teach and learn from participants. Dream Forward, a startup led by Grant Easterbrook, is seizing the opportunity.
A mountain biker needs 18 or 21 gears to smooth a path over rocks and through arroyos. Index-linked annuities now collectively offer some 140 index choices. Hybrid indices can theoretically smooth an investor’s path through rocky markets--but they're complicated.
Every June, RIJ focuses on indexed annuities. Last year, we studied options in indexed annuities. This year we consider the indexes themselves, especially 'hybrid' and 'volatility-controlled' indexes. Bryan Anderson, Don Dady and David Lau weighed in.
In this month's roundup, we learn that CEOs pay little attention to inflation. We also find out why retirees keep saving, why "centaurs" pick stocks so well, which financial biases keep people poor, and how working longer affects male mortality.
By visiting Costa Rica and interviewing retirement experts there, I hope to gather a few facts that might help me and RIJ readers understand our domestic retirement financing dilemma more clearly.
NextCapital and John Hancock will roll out the new digital advice solution across the John Hancock Retirement Plan Services business over the next 12 months.
The Center for Investor Research “will examine how investors make decisions through observational studies based on Vanguard's administrative data and the growing pool of digital interactions,” the Malvern, PA-based firm said in a release.
The online credit-card rating site names some of its favorite fintech players.