A Two-Headed Nightmare: The Robos and the DOL

The Amazon-ification of financial services will eventually disintermediate tens of thousands of financial salespeople. If you didn't get the memo already, consider the conflict-of-interest proposal a final wake-up call.

Research Roundup

Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.

‘iTDFs’ Smooth the Bumps of Retirement Income

A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.

A Revolt Against PE-Led Annuity Issuers

Matt Zagula is an annuity wholesaler and fixed indexed annuity (FIA) designer. He and forensic accountant Tom Gober created the TSR ratio, a scale for rating FIA issuers. Mutual and fraternal insurers score best; private equity-led life insurers score worst.
Featured

Inspiring Economic Growth

The Nobel Prize-winning Yale economist believes that a big, inspiring fiscal stimulus, akin to the 1960s space program of the 1960s, might cure what ails America.
News

A Two-Headed Nightmare: The Robos and the DOL

The Amazon-ification of financial services will eventually disintermediate tens of thousands of financial salespeople. If you didn't get the memo already, consider the conflict-of-interest proposal a final wake-up call.

Statute-of-limitations is flexible for ERISA suits: Supreme Court

This article, which comments on the Supreme Court's ruling this week on the ERISA excessive fee case of Tibble v. Edison, is excerpted from the Wagner Law Firm's Fiduciary Matters Blog. It was written by one of the firm's attorneys, Tom Clark.