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.

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?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
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.