Managed-volatility funds can adequately address the income volatility worries of many high net worth retirees, say Milliman and Jefferson National, both of whom are pitching such funds.
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.
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?
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.
The founder of The Retirement Advisor University and author of the NAPA Net newsletter has just finished hosting the NAPA (National Association of Plan Advisors) annual conference in New Orleans.
In this seven-minute video, RIJ editor Kerry Pechter interviews Nathan Voris, the large market practice leader, and Jeremy Stempion, the director of investments, of the Retirement Solutions Group of Morningstar Investment Management, a unit of Morningstar Inc.
"Individual annuities have soaked up more than a third of industry capital and have created less than 20 percent of value," according to a new white paper from McKinsey & Co.
Werner Erhard, the former salesman who reinvented himself as a self-help guru, who was vilified on '60 Minutes' but later vindicated, wants to restore integrity to the world of finance.