David Macchia of Wealth2k and author Marcia Mantell are about to launch a new service, Women And Income, a turnkey marketing, income planning and lead generation service for advisers. It's for advisers not naturally blessed with the charm of TV's Ted Lasso.
Four inflation mavens--Zvi Bodie, Mel Lindauer, David Enna and Michael Ashton--urge inflation-sensitive investors to embrace the government's 'I Bonds.' They sent this 'I Bond Manifesto' to the Consumer Financial Protection Bureau.
RIJ has been writing since 2014 about Retirement Clearinghouse and its effort, backed by the deep pockets of owner Robert L. Johnson, to bring 'auto-portability' to 401(k) plans. The service is now available to more than 10 million participants.
Our guest columnist, an experienced annuity marketing executive, just founded Rafferty Annuity Framing LLC. He points out that the annuities with living benefits still provide longevity risk protection at a reasonable price for affluent Boomers.
Lincoln Financial to gain $1.2 billion in capital from reinsurance deal; Joanna Rotenberg to run Fidelity’s $4.1 trillion Personal Investing division; Guggenheim Life and Annuity “under review” by ratings agency; Schwab: Average balance of self-directed brokerage accounts is $348,183.