The "ClearLine" fixed indexed annuity was developed by Security Benefit Life and DPL Financial Partners with input from the registered investment advisors who use DPL's no-commission annuity purchasing platform.
Much Ado about FIAs
Michael Edesess and Bob Huebscher have challenged Roger Ibbotson's favorable analysis of fixed indexed annuities on at least two grounds. It was another battle in the endless war between the insurance and investment mind-sets.
Former eMoney founder and CEO Edmond Walters will lead Apprise Labs, as the venture is called, with collaboration from Envestnet and PIEtech.
Advisors are focused on downside risk protection and they commonly use taxable fixed income (83%) and municipal fixed income (74%) to achieve the objective for clients, said Cerulli Associates.
'Pension systems can be made affordable by increasing average retirement ages, which will create incentives for societies to enable healthy aging, with people enjoying good physical and mental health well into what used to be considered old age,' writes the author of 'Between Debt and the Devil.'
For Plan Sponsors
'A reliable way to avoid potential litigation is to... develop processes for determining which digital designs and elements are most relevant for participant success,' said Shlomo Benartzi. The UCLA professor is advising Voya Financial on improving participant outcomes.
'After pulling record sums from equity mutual funds in December, mom and pop investors have turned into net buyers in January,' according to new data from the West Coast research firm.