With BluePrint Income, AARP Ups its Ante on Annuity Sales

By Kerry Pechter
AARP's 38 million members can now buy income annuities and fixed-rate annuities on a platform powered by fintech firm Blueprint Income. Buyers get a complimentary annual 'retirement income check-up' from a salaried, insurance-licensed adviser. 

We Could Use Some Inflation

By Kerry Pechter
The Treasury said this week that it will borrow (and spend) about $3 trillion this quarter, to cover its stimulus promises. Where does that money come from and where does it go? 'The capital is going from one pocket to another,' explains Vanguard's active Treasury fund manager, who expects the stimulus to be withdrawn in 2022.

Look Homeward, Seeker of Liquidity

By Kerry Pechter
During a market crisis, a reverse mortgage home equity line of credit (ReLOC) can be a lifeline of ready cash for homeowners ages 62 and older. Don Graves of HECM Advisors Group explains.
Featured

The Stakes in the Romney-Obama Contest

By [email protected]
Expect big changes next January? Think again. While the candidates' economic philosophies and positions are dramatically different, divided government will prevent either from bringing his version of Morning to America, predicts a Wharton School professor.

To De-Risk or Re-Risk, That Is The Question

By Ashish Kapur
Pension fund managers across the Pond are feeling boxed-in. The author, European head of institutional solutions at SEI, feels their pain in an essay that first appeared in IPE.com.
News

Britain adjusts to universal auto-enrollment

By Editor Test
“Many organizations are still in a head-in-sand mode,” said Dean Wetton, a pension consultant. “Auto-enrollment is lost somewhere between payroll, HR and the pensions department."

DALBAR validates Pacific Life funds as QDIAs

By Editor Test
The PL Portfolio Optimization Funds are five target-risk fund-of-funds, ranging from conservative to aggressive, that are designed to offer investors one-step diversification.