Prudential Financial, Raymond James, ING, Fidelity Investments and E*Trade all advertised during the French Open final between Rafael Nadal (above) and Roger Federer on NBC TV last Sunday--all vying for the "elite demographic" that follows tennis.
Boston College, DCIIA and Morningstar provide new research on Britain's 'NEST' experience with auto-enrollment, custom TDFs and why replacing bad 401k investment options is a good idea.
At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.
Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?
The French bank has sponsored the French Open for 38 years and in March launched a website called "We Are Tennis."
With a May 31 SEC filing, the company has apparently made good on its parent company's promise to de-risk the equity exposure of its top-selling variable annuity. The changes will take effect August 29.
Regulations should limit the creation or growth of giant financial institutions unless the “benefits to society are clearly significant,” said Daniel Tarullo.
Maliz Beams previously served as president and CEO of TIAA-CREF’s Individual and Institutional Services, where she founded the Wealth Management business and re-launched IRAs, Insurance Products and Private Asset Management.
First, find a bargain. Then calculate its value 30 years from now. Then contribute to retirement plan.
The series’ 2055 fund, for instance, has a 10% bond allocation, while the In Retirement Fund maintains a 68% bond allocation throughout retirement.
Italians were asked: ‘Imagine you are 65-years old and will receive an inflation-adjusted pension of €1,000 a month. Would you give up that half of that pension in exchange for an immediate lump sum of €60,000? Of €80,000? Of €100,000?’
The Advisor Network will provide participants with access to a pre-screened network of qualified investment advisors who provide participant-level advice at "an investment advisory fiduciary standard of care."
“The current weak state of many economies argues against implementing budget cuts in the next couple of years,” says a new pamphlet from the Peterson Institute for International Economics.