In-Discretionary Accounts

Investment performance of popular “Rep-as-Portfolio-Manager" accounts lags direct-sold packaged portfolios, say analysts at Cerulli Associates and Fuse-Research.

Who Rules the Top 1%?

Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of research on variable annuity sales, the Fed's response to the March 2020 crash, and more.

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?

In FIA Arms Race, Hybrid Indexes are the Arms

Investors in Nationwide's New Heights fixed indexed annuities have a new index option: a globally diversified, multi-asset managed-volatility index from JP Morgan called MOZAIC.

The Quiet Revolution Begins

The chief economic adviser at Allianz analyzes the clash between traditional and "robo" financial service providers, and recommends 'institutional partnerships that combine the more agile existing platforms with exciting new content and approaches.'

How Vanguard participants save

Vanguard has released its annual almanac on the savings habits of participants in its retirement plans. You can read highlights from "How America Saves 2015" and link to a download of the 106-page report from this article.

Wood you, could you, be my alternative investment?

TIAA-CREF, which announced the close of a new timberland investment vehicle, has been investing in timberland since 1998 and manages a portfolio of over $2 billion in timber assets around the world.