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