Managed-Vol: Bromide for Queasy Retirees

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.

Why Indexed Annuity Sales Are So Strong

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?

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)

What Advisors Want from Annuity Issuers

This week, RIJ received a press copy of “What Advisors Want from Annuity and Insurer Providers-2019,” a study by Practical Perspectives, a Boxford, MA-based financial services market research firm.
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RetirePreneur: Fred Barstein

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.

Video: A Chat with Morningstar’s Retirement Solutions Group

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.
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