The People’s Retirement Industry Group
To mark the Retirement Income Industry Association’s 10th anniversary, RIIA founder and chairman Francois Gadenne (above) spoke with RIJ recently about the group’s past, present and future.
DOL Hearings: Wonkishly Stimulating
“I believe the proposal is intended to eliminate the commission model,” said Ron Kruszewski of Stifel Financial during the hearings on the DOL conflict of interest proposal. Scott Puritz of Rebalance IRA looks on.
How to Build an ‘Income-Oriented’ Portfolio
In this research roundup, we summarize six important new research papers, including analyses of retirement income strategies by experts from Morningstar and The American College. Story includes links to research.
If It Ain’t Fixed Indexed, It’s Broken
Fixed indexed annuities remain a niche product, representing only about 10% of annuity sales. But that the niche has grown into an almost $50 billion-a-year business. Sales of FIAs have grown especially fast at independent broker-dealers since 2013.
Featured
RetirePreneur: Edward Dressel
Edward Dressel is the president of Trust Builders, Inc., which offers retirement planning software to advisors and corporations.
Of Fly-Fishing and Financial Advice
I and most other people would hope that our investment advisors or financial planners would render us the same quality of service, at least in spirit, that I received from my Montana fishing guide last week.
News
After nine years, Boeing settles 401(k) fiduciary suit
The suit, filed on behalf of 190,000 Boeing employees and retirees, had accused the aircraft builder of charging excessive investment fees to participants in its $44 billion 401(k) plan. Despite settling, Boeing denied the allegations.
