Time-segmentation stands at the intersection of insurance and investments, of modern portfolio theory and asset/liability matching, and of behavioral finance and quantitative analysis.
Half of Americans have no way to save for retirement at work. But who will help them: private companies, state governments, or a combination of the two?
A 66-year-old worker who works one year longer and claims Social Security one year later could see a 7.75% rise in his inflation-adjusted retirement income, according to new research.
Dept. of Irony
Fear of litigation has made 401(k) plan sponsors leery of innovation, including the adoption of annuities as investment options, these authors suggest.
There were 208 M&A deals involving asset management firms worth $21 billion in 2017, according to Sandler O’Neill & Partners. Combined deal values were up about 23% from the previous year.
Principal Financial will partner with ARAG to provide financial wellness programs; Lincoln Financial completed its purchase of Liberty Life Assurance.
AARP wants the entire panel of Fifth Circuit judges to review the ruling by the three-judge panel, which ruled 2 to 1 against the DOL fiduciary rule.