The Five Most Important Retirement Income Decisions

'Many of the decisions presented here are beyond the skills of most pre-retirees and retirees,' writes the author, a research scholar at the Stanford Center on Longevity. 'They’re going to need help.'

A Closer Look at CLOs (and Other U.S. Credit)

Bond mavens, check this out. A new SEC report describes how most of the $54-trillion dollar U.S. credit market survived last spring's financial crisis. It covers securitized 'leveraged loans,' which provide high-octane fuel for fixed indexed annuity issuers.

She’s Got Advice for Life Insurers

'Insurers can't remain wedded to product sales, which are becoming commoditized in a future that trends toward financial advice,' says industry veteran Michelle Richter, who just launched Fiduciary Insurance Services, LLC.
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F.D.I.C. May Borrow Funds From Banks

Bankers say they'd rather loan money to the FDIC than make new contributions to the FDIC fund or see the FDIC tap a line of credit at the Treasury.

Decumulation Beat

The Insured Retirement Institute held the first annual conference under its new name in Boston this week, and the difference between IRI and NAVA was striking.