‘Show Me the Income’

The focus was on mutual funds and ETFs at Morningstar's 30th Investor Conference this week in Chicago, but retirement financing and the 'best interest' proposal were also discussed. (Photo: Nobel Prize-winner Daniel Kahneman and Morningstar's Sarah Newcomb talk behavioral finance.)
Anecdotal Evidence

Introducing the ‘Alliance for Lifetime Income’

Two dozen major life insurers and asset managers have formed a non-profit to educate the public about the benefits of lifetime income products. That's never been done before, they say.
New annuity product

Athene issues new fixed indexed annuity

The new contract, called Agility, offers an annual deferral bonus of 175% of the increase in the account value, and income that steps up by the percentage earned each year during the payout stage.

Honorable Mention

A.M. Best sees private equity firms dominating life/annuity M&A; Merrill Lynch penalized for deceiving customers on RMBS sales; MetLife and Brighthouse may release up to $116 million to owners of abandoned retirement plans.

America’s Baby Bust

'In a world of radical automation potential, which threatens low wage growth and rising inequality, a rapidly growing workforce is neither necessary nor beneficial,' writes our guest columnist, chairman of the Institute for New Economic Thinking.


June 7, 2018

An Income Strategy for ‘M.T. Knestors’

We gave WealthConductor LLC a real retirement income case to solve. Here's the 'bucketing' plan their IncomeConductor software created for a couple with $663,000.
May 31, 2018

The Myth of the Aging Society

‘The standard chronological measure of age makes less sense than ever,’ writes our guest columnist, a professor at the London School of Economics and co-author of ‘The 100-Year Life: Living and Working in an...
May 24, 2018

The Complex Truth about Retiree Medical Costs

The cost of medical care in retirement doesn't look as scary when you break it down into annual expenses and remember that insurance covers most of the big-ticket items.