Longevity Annuities Get New Life From Treasury’s Blessing
The new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
Which Annuity Is Optimal? SPIAs vs. DIAs
A study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
Financial Advisors Too Focused on Finance
Morningstar research suggests that investments — often the be-all and end-all for advisors — take on a humbler profile when clients' portfolios are considered holistically.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier
You know about alpha and beta, but you should know about gamma, which provides advisors with the foundation to help clients boost retirement income.
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
“Our hope is to build a set of research-based best practices through our own research,” Finke told IA.
As Clients Age, Stock Up on Stocks: Kitces
Traditional wisdom dictates that clients’ allocation to equities should decline as they get older, but Michael Kitces questions this strategy.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Why a Client’s Job and Location Are Critical to Portfolio Building
For optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.