Searching for an Oasis

This roundup of investment flow reports from Beacon Research, Strategic Insight, Morningstar and the Insured Retirement Institute suggests that investors are looking for shelter from an economic sandstorm in which visibility has declined to zero.

The Key to Turning On 401(k) Annuities

Micruity, a tech startup with a 30-year-old CEO, says it has the "middleware" that can integrate 401(k) plans and annuity issuers. Will the retirement industry listen?

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
News

Moody’s and A.M Best disagree on GM-Prudential deal

Differing signals from ratings agencies are feeding speculation about GM's huge pension risk transfer to Prudential Financial, and about the longevity and other risks associated with the unprecedented deal.

Correction

Last week’s feature article in RIJ, "Prudential Files '2.0' Version of Highest Daily VA Rider," mistakenly described the fee structure as a new development. That fee structure, used in the “O” share of the contract, was created in 2011 for use by a specific broker dealer.

Was Facebook the Death Knell of Equity Investing?

The ever-bearish Martin Hutchinson expects equities to represent a good value again... when Ben Bernanke is gone and after the Dow Jones Industrial Average settles to about 5,000.

Pardon Our Dust

During the transition to a bigger, better server, we experienced a service interruption over the weekend. It's just growing pains.