The Tailwinds in Vanguard’s Sails

At $64.8 billion, net flows into Vanguard funds in the first half of 2014 were greater than the flows of the next five fund families combined, according to Morningstar’s mid-year analysis.

How to Choose an Annuity Issuer

Shopping for an annuity, like shopping for a car, involves questions about the manufacturer of the product. Do their products perform as expected? Will service quality be high? Are they likely to stay in business? We show you where to look for answers.

Time to Put Benjamins Back in the Sock Drawer?

At the LIMRA annual conference in Boston earlier this week, MIT economist James Poterba described how low interest rates make saving for retirement more of a challenge.

Pitching Income Annuities on Greed

Speakers Wade Pfau and Curtis Cloke showed planners at the Financial Planning Association's 2019 conference in Minneapolis that income annuities can provide growth as well as protection.
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Goin’ to Kansas City

In search of answers to big economic questions, I'll attend the 12th International Post-Keynesian Conference at the University of Missouri next week, before heading to Williamsburg, Va., for the IRI Conference.

A ‘Babysitter’ for Immature Rollovers

GuidedChoice, the 401(k) participant advice provider, and InspiraFS, a recordkeeper specializing in IRAs, have joined forces to turn automatic rollovers from a problem into a profit center.
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Don’t fall in love with “Inge”

Using Inge, ING customers will be able to speak via a “human-like conversational interface” to control their mobile banking app.