Nearing age 100, social scientist Jacob S. Siegel is still vigorously lecturing and writing. He spoke about the 'demography of retirement' at the triennial 'Living to 100 Symposium' in Orlando, Florida, this week.
Adviser Mark Shemtob uses actuarial science to analyze and compare retirement income strategies that employ both annuities and investments.
Demand is up for strategies that perform like actively managed funds but with lower fees, such as smart beta and 'active' exchange-traded funds (ETFs), said a Cerulli analyst.
Why not create greater parity between households with IRAs and more wealthy households who accrue untaxed capital income outside of retirement accounts? asks our guest columnist, an economist.
Nag Odekar moves to HealthView from Great-West Financial; Which default investment is the stickiest?; Bhalla to be CEO of American Equity Investment Life; Great American joins SIMON structured products platform.