Who’s Winning the Rollover War?

IRAs now hold more money than employer-sponsored retirement plans, and the big beneficiaries are Fidelity, Vanguard and Charles Schwab, says a report from Cogent Research.

Annuities Aim for Spot in ‘Starting Lineup’

Annuity issuers want—and need—their products to be included as a matter of course in the model portfolios or asset allocation software tools that more advisors are expected to rely on in the future.

Why Are Stocks So High?

Because corporations have been returning more of their profits over to shareholders and less to workers, especially over the past 30 years, according to authoritative recent research. The implication is that investors' gains have come at the expense of workers, who own little stock.

‘APIs’ and the Future of Annuities

Catching up with the 'application programming interface' technology train is essential for annuity issuers. APIs integrate annuities into advisor platforms, reduce NIGO applications, and give clients a fluid online experience.
Featured

The View from the Income Summit

At the Lifetime Income Summit in Washington last week, federal officials and financial industry executives amiably swapped views. But competitive tensions lay not far beneath the surface. Rep. Earl Pomeroy, D-ND (at left), was a featured speaker.

It Ain’t Always Rocket Science

“Thank God I'm not the average retiree trying to decide who or what to believe regarding what to do with my retirement savings.”
News

Morningstar Announces Conference Speakers

Jeffrey Gundlach, co-founder, CEO and chief investment officer of DoubleLine Capital, will speak on June 23; and Bill McNabb, president and CEO of Vanguard, will address attendees on June 24.

Use of Summary VA Prospectuses Soars

“Insurance companies and their fund partners could provide a windfall of over $220 million if they continue to adopt the summary prospectus,” said NewRiver CEO and chairman Russ Planitzer.