New research in the Journal of Personal Finance shows why retirees can spend 20% more in early retirement than the 4% rule allows. In our latest research roundup, we also highlight research on aging, the demographic aspects of investment mistakes and Social Security claiming.
Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
In her new book, 'The Deficit Myth,' Stephanie Kelton explains Modern Monetary Theory--and how we can afford a lot more as a nation than we think we can.
The deal, part of a trend in private-equity acquisitions of life/annuity properties that began a decade ago, makes KKR about one-third larger. The trend tailwind: low rates.
John Kay, a visiting professor of economics at the London School of Economics, describes the happy feeling that precedes our realization that we've bought a pig in a poke.
Paul Feldman is the publisher of InsuranceNewsNet magazine and InsuranceNewsNet.com
“Most of this growth can be attributed to the managed account model, as the appeal of the algorithm-based advice approach seems to have plateaued,” a Corporate Insight release said.
A recent paper by D.C. attorney Melanie Fein argues that “Robo-advisors do not provide personal investment advice, do not meet a high standard of care for fiduciary investing, and do not act in the client’s best interest."