Feeling TIPSy

Seeing the potential for inflation ahead, analysts now recommend inflation-protected Treasuries, or TIPS, more strongly than ever. But 401(k) participants buy few TIPs, and not every plan offers them.

An Insider’s Take on the ‘Bermuda Triangle’ Strategy

Willis Re, a reinsurance broker, has had an uptick in calls from life insurers hoping to execute what RIJ calls 'The Bermuda Triangle' strategy, thus removing a millstone and reaping a capital windfall. Willis Re executive Mike Kaster explains.

One-Stop Shops for Notes and Annuities

Luma Financial Technologies is now among the structured notes platforms that have chosen to add index-linked annuities to the products they support. It joins SIMON Markets and Halo in that space. In this last segment of our series on indexed products, we examine these new alliances.

(Sheryl) Moore’s Law on Annuities in 2021

RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion on a range of annuity-related topics.
Featured

Separation Anxiety

Steve Sass and his co-researchers at Boston College were surprised to find no employers making plans to accommodate workers who can't afford to retire and want to remain on the job past the customary retirement age.

Investing Enlightenment At A Glance

This up-to-date "Periodic Table of Returns" shows that in financial markets, what goes up always comes down, and vice-versa.
News

Richards To Leave SEC Compliance Post

Lori A. Richards will depart as director of the SEC's Office of Compliance Inspections and Examinations. Associate Director-Chief Counsel John Walsh will serve as Acting Director.