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.

How Debt Affects Retirement

“Remaking Retirement? Debt in an Aging Economy," was the theme of the 65th annual symposium of the Wharton School's Pension Research Council, held last week in Philadelphia. (Photo: Kitchen and retirement makeovers sometimes occur in tandem.)
Anecdotal Evidence

It’s No Joke: The Fed’s Comic Book is Wrong

The educational comic book from the New York Fed means well but perpetuates the myth that money was created in the private sector to facilitate barter and enabled commerce to flourish. History shows otherwise.
Anecdotal Evidence

Annuities that Pay Cash Back Rewards

Gainbridge, a insur-tech startup, aims to sell fixed deferred and period certain income annuities online. Its sister company, Relay, uses annuities to fund cash back rewards cards. Both firms are part of Group1001 (formerly Delaware Life Holdings).
Featured
Anecdotal Evidence

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.
Anecdotal Evidence

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
Anecdotal Evidence

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.
Anecdotal Evidence

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.
Anecdotal Evidence

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.