A New Path to Inflation-Resistant Income

Achaean Financial's novel hybrid design for a lifetime income annuity is being brought to market by National Western Life. We spoke with Achaean founder Lorry Stensrud and NWL's Chad Tope. (Photo: Death mask of Agamemnon, leader of the Achaean army in the Iliad.)

Bermuda’s Role in a Changing Annuity Industry

In this latest installment in our 'Bermuda Triangle' series, we ask why US life/annuity companies would reinsure liabilities in Bermuda, and why big private equity firms are creating reinsurers in Bermuda to buy US-based life/annuity companies. It's complicated.

Five Ways to Generate Retirement Income

In this pre-Labor Day issue of RIJ, we bring you five ways to create retirement income, based on concepts developed by or real-life cases solved by income experts like Bill Sharpe, Dana Anspach, Jerry Golden and others.
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Vanguard continues to dominate fund in-flows

Vanguard funds saw inflows of $17.45 billion in October and $165.4 billion for the first ten months of 2014. YTD, Dimensional Fund Advisors was second with $24.4 billion.