"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.
A 'grey market' phenomenon in more ways than one, Airbnb’s lodging website allows Boomers and others to boost their retirement incomes and, conversely, to afford their dreams of retirement travel.
The distinctive aspect of Northwestern Mutual's Select Portfolio deferred income annuity is that the contract owner can earn income-enhancing, inflation-protecting dividends over the life of the contract. (Photo: Northwestern Mutual's flagship building in Milwaukee.)
Iceland's economy and pension system has come back from the "kreppa" or banking crisis that struck five years ago. This country of the aurora borealis and matronymic last-names is full of surprises (Photo by Bjorn Ludviksson).
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.