"Broken Eggs" is a forthcoming film about Boomers and retirement, produced by Chad Parks, founder of The Online 401k. You might learn a lot about your target market by watching the interviews that are embedded in this story.
Private equity firms have steadily acquired U.S. life insurers and blocks of fixed annuity business and moved the blocks offshore to free up capital. This worries some people.
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 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.
Mainstream academics and policymakers presume a structurally stable world in which probabilities can be assigned to future outcomes – ignoring uncertainty, stock accumulations, and the financial imbalances of the real world, writes a former Canadian central banker.
Addressing The Economic Club of New York on May 29, the former Fed chairman said that “the Federal Reserve, with assets of $3.5 trillion and growing, is… acting as the world’s largest financial intermediator.”
From the start of 2008 to the end of 2012, the average Vanguard DC account balance rose by cumulative 12% from market performance alone (not counting contributions), according to Vanguard’s fact-filled annual retirement plan report.
How do your clients respond to a loss? How do you help them 'stay the course' during volatile markets? These and other questions were the focus of the latest edition of the Brinker Barometer, a regular survey of advisors at insurance companies, b/ds and in sole practice.
A wide range of readers—from insurance company executives looking for sales trends as well as individual investors trying to understand the difference between fixed and variable annuities—is likely to find something useful in this 190-page spiral bound book.
“Insurance broker/dealers, with minimal assets and heavy use of proprietary products rank last," said Bing Walbert of Cerulli Associates.
Brief or late-breaking items from Kravitz, Ameriprise Financial and Prudential Financial.