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.
'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.
'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.
'Billion-dollar RIAs are becoming formidable competitors for B/Ds,' according to new research from Cerulli Associates.
Using the tool, advisors can determine, demonstrate, and document whether a proposal is in the investor's best interest, according to Morningstar.
Powell, an attorney, joined the central bank's board of governors in 2012 under President Barack Obama and was renominated in 2014.
'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.