How to Make Your Widow Merrier

The generosity of the Social Security spousal benefit is something every primary earner should understand. Yet many spouses--and even some professionals--aren't sure exactly how it works.
For advisors

New FIA bets on growth in aging-related industries (Duh!)

The Retirement Plus Multiplier Annuity issued by A-CAP insurers and distributor Saybrus Partners offer access to a Goldman-Sachs index that tracks healthcare and real estate companies that may benefit from the Boomer age wave.
Industry news

Will Small Employers Adopt Multiple Employer Plans?

The CEO of the Employee Benefit Research Institute considers the potential impact of President Trump's executive order in support of multiple employer plans, or 'open MEPs,' for small businesses. 'The data are mixed,' she writes.

New Fidelity TDFs are funds of active and passive funds

'We are introducing the Freedom Blend funds to meet the growing demand for a target-date strategy that incorporates active and passive investment capabilities in a single mutual fund,” said Eric Kaplan, head of Target-Date Products.

Honorable Mention

Shlomo Benartzi to partner with Acorns, a financial wellness system; AIG acquires Glatfelter Insurance Group; Principal adds chat function for plan administrators and bolsters financial wellness offerings in its 401(k) plans.


September 13, 2018

Research Roundup

Recent research suggests that factor investing may beat passive; air pollution promotes dementia; investors buy active funds because they believe hard work pays off; Fed 'surprises' cause wider ripples than previously thought; a Nobel...
September 6, 2018

Making Annuities Easier for RIAs

It's no longer a minority report. We talk to executives at Envestnet, DPL Financial, RetireOne, Allianz Life and United Capital about new platforms for helping registered investment advisors integrate insurance products into retirement plans...
August 30, 2018

Meet the First ‘Structured Outcome’ ETF

Innovator Capital Management and Milliman have built the first structured outcome product on an exchange-traded fund (ETF) chassis, challenging the annuity monopoly in this category.