RetireUp Turns Pro
RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design and distribution firm.
America’s Tax-Cut Peronists
'Facts used to matter in Washington, at least a little bit. But this is no longer the case in the age of Trump, at least not when it comes to taxes,' writes the MIT Sloan School professor and former chief economist of the International Monetary Fund.
DC Plans: Can Everyone Win?
'If we have a retirement crisis, it may well be one of funding entitlements, maintaining existing tax preferences, and a lack of personal prioritization when it comes to saving,' writes our guest columnist, the president of the Plan Sponsor Council of America.
The 80/20 rule (more or less) applies to Registered Investment Advisors
'Billion-dollar RIAs are becoming formidable competitors for B/Ds,' according to new research from Cerulli Associates.
New Morningstar tool supports “best interest” rollover recommendations
Using the tool, advisors can determine, demonstrate, and document whether a proposal is in the investor's best interest, according to Morningstar.
Trump expected to name Powell as Fed chair today
Powell, an attorney, joined the central bank's board of governors in 2012 under President Barack Obama and was renominated in 2014.
NAFA partners with message encryption provider
'Our members and their clients should have access to a private and secure channel for sharing documents and sending messages,' said Chip Anderson, executive director of NAFA, in a release.
COVER STORIES YOU MAY HAVE MISSED
October 26, 2017
Trick or Tweet
Uncertainty about tax legislation, and Congress’ apparent disinterest in 401(k)s except as a kind of piñata, lent a daffy, fatalistic tension to many of us at the ASPPA and LIMRA annual conferences, held this...
October 19, 2017
JourneyGuide: A New Income Planning Tool from Ash Brokerage
'We’re targeting a ‘soft launch’ in early November... followed with an official market release about a month later,” said Derek Trimble, CEO of JourneyGuide, a spin-off from Fort Wayne, In.-based Ash Brokerage.
October 12, 2017
Annuity-Friendly Nominee at DOL
Preston Rutledge (above) is reported to be the Trump administration's nominee to lead the DOL's Employee Benefits Security Administration, which handles the fiduciary rule, et cetera. He's currently the retirement policy wonk on the...
