Lion’s Share

ING U.S. Retirement will combine its own target date funds with the AllianceBernstein three-insurer annuity platform to offer a lifetime income option to its 52,000 small and mid-sized plans.

Who Rules the Top 1%?

Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of research on variable annuity sales, the Fed's response to the March 2020 crash, and more.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?
Featured

The Deleveraging Blues

After a credit boom and bust, we face a long period of spending less and saving more, writes the well-known author and NYU Stern School professor.
News

Wirehouses are down but far from out: Cerulli

Although their headcount is down and their images are tarnished, wirehouses remain the kings of investment distribution, according to a report from Cerulli Associates.

The Bucket

Brief or late-breaking news from Jefferson National, Lincoln Financial, and F-Squared Investments.

The Abandonment of an Ideal

The gulf between the reality of wealth distribution in America and our ideal wealth distribution is what the “one-percent” controversy is really about.