Bright Ideas from the SOA Investment Meeting

Last week, the Society of Actuaries held its investment conference in New York. We weren't far from the brass statue of the Wall Street bull, but the sell-side's unquenchable optimism about the future was missing. Practical new ideas flourished nonetheless.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.

Boundless Life Expectancy?

A senior economist at the World Bank believes that medical technology will keep finding ways to keep us going--and going strong--for much longer than nature intended.

NCAA Financial Ads, in Black and White

During the first weekend of March Madness, I saw a commercial for Northwestern Mutual Life that emphasized the importance of combining insurance and investments--and that seemed to have chosen bi-racial couples to reinforce that message.

Mutual fund and ETF flows sharply lower in 2015: Morningstar

The U.S. fund industry had new asset flows of $263 billion, or less than half of the $580 billion in 2014. Asia showed the strongest organic growth rate, at 18.6%, according to Morningstar's fourth annual Global Asset Flows Report.

Honorable Mention

Brief or late-breaking items from Prudential, the CFP Board, Fidelity and TIAA.