The Strongest Financial Brands Are…

In Cogent Research's Investor Brandscape 2010 survey, Vanguard, Charles Schwab and TIAA-CREF earned top honors for brand strength. But many affluent investors are mistrustful of the financial industry and uncertain about the future.

Research Roundup

For weeks, interesting studies have been gushing from the National Bureau of Economic Research and elsewhere on the economic implications of COVID-19. We've selected and summarized seven of them for you.

With BluePrint Income, AARP Ups its Ante on Annuity Sales

AARP's 38 million members can now buy income annuities and fixed-rate annuities on a platform powered by fintech firm Blueprint Income. Buyers get a complimentary annual 'retirement income check-up' from a salaried, insurance-licensed adviser. 

We Could Use Some Inflation

The Treasury said this week that it will borrow (and spend) about $3 trillion this quarter, to cover its stimulus promises. Where does that money come from and where does it go? 'The capital is going from one pocket to another,' explains Vanguard's active Treasury fund manager, who expects the stimulus to be withdrawn in 2022.
Featured

Heard On The Grapevine

An all-star group of RIIA members engaged in a spontaneous online debate about 'time-segmentation' bucket methods. Here’s what they said.

Employer Match Strikes a Hot Debate

Academic and industry researchers clashed over methodology, but they appear to agree that auto-enrollment in 401(k) plans might have unintended consequences on the employer matching contribution.
News

Bank Annuity Fee Income Rose 12.9% in 3Qtr 2009

Through September 30, 2009, bank holding companies earned $2 billion from the sale of annuities, a 2.5% increase over the first nine months of 2008, according to the Michael White-ABIA Bank Annuity Fee Income Report.

Obama Praises Annuities, In Principle

His endorsement thrilled the Insured Retirement Institute, but a conservative talk radio host said the President wants to nationalize Americans' savings.

Sun Life, Miami Dolphins in Stadium Pact

Sun Life Stadium is now the name of the home of the Miami Dolphins, the University of Miami Hurricanes, the Florida Marlins, and the FedEx Orange Bowl. It will host this year's Pro Bowl and Super Bowl.