Searching for Yield? Here’s Where to Look

Bond gurus Anne Mathias of Vanguard and Rick Rieder of BlackRock spoke at the Morningstar Investment Conference last week. Emerging markets, real estate debt, and asset-backed securities are potential sources of yield, as are dividend-paying stocks, they said.

‘Cacophony’ from the Fed: Duy

'The Fed-speak has been a tad cacophonous this week. Let’s try to cut through the noise,' writes economist Tim Duy of the U. of Oregon. But what is the signal behind the noise? Even the experts are confused.

Low uptake of HSAs still a mystery: Cerulli

A slight majority of 401(k) participants with >$2 million in investable assets use their health savings accounts (HSAs) for retirement savings, but only one-third of respondents with $500,000 to $2 million do the same, a Cerulli survey showed. 

Webinar: FIAs for RIAs

Open this article to view a Youtube video of our webinar last week. RIJ editor and publisher Kerry Pechter interviewed David Lau, CEO of DPL Financial Partners about Lau's web platform, which aims to make it easier for fee-based advisers to obtain annuities and insurance products for their clients, and to assess a fee for advising on the assets. The discussion focused on fixed indexed annuities.

Honorable Mention

Mercer enhances U.S. Pension Buyout Index; CUNA offers new MYGA fixed annuity, ‘MaxProtect’; WINK unveils sales data portal.


September 17, 2020

Who Rules the Top 1%?

Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of research on variable annuity sales,...
August 27, 2020

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.
August 20, 2020

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?