What might be called the financial version of universal health care is currently the topic of intense discussions and negotiations on Capitol Hill.
Annuity issuers want—and need—their products to be included as a matter of course in the model portfolios or asset allocation software tools that more advisors are expected to rely on in the future.
Because corporations have been returning more of their profits over to shareholders and less to workers, especially over the past 30 years, according to authoritative recent research. The implication is that investors' gains have come at the expense of workers, who own little stock.
Catching up with the 'application programming interface' technology train is essential for annuity issuers. APIs integrate annuities into advisor platforms, reduce NIGO applications, and give clients a fluid online experience.
When it comes to designing public-private retirement savings programs, Sandy Matheson has been there and done that.
David John of the Heritage Foundation, and the Treasury's J. Mark Iwry, hope to see years of work finally bear fruit.
Over 80% of investors surveyed expect the S&P 500 Index to reach 1200 by the end of 2011, and almost one-quarter expect it to return to 1500 by then.
A unit of the Buffalo, NY-based firm has partnered with the CIF Marketplace to supplement their mutual fund and ETF product base with collective investment funds (CIFs).
"In today's unpredictable market environment, even the 'safest' investments carry considerable risks," the global consulting firm said.
The Institutional Retirement Solutions Distribution group, headed by Garry Spence, will no longer be part of the Retirement Solution Distribution organization.
Kotlikoff will receive the award at RIIA's annual meeting and awards dinner, October 5-6, 2009, at the Hyatt Harborside Hotel in Boston.