RIIA Names Peng Chen Academic Director of Retirement Management Analyst Curriculum
Chen will oversee and review the academic and scholarly direction of the evolving RMA curriculum.
New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow
The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.
New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
Ex-CIA Official Sees ‘Supersonic Boom’ in Global Growth: RIIA Confab
Ex-intelligence official Herb Meyer predicted a “supersonic boom” in the world economy in coming decades, resulting from heightened consumer demand from a “global middle class” including potentially billions of people recently emerged from poverty.
What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow
The October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns.
Beyond the Ivory Tower
For three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.
John Bogle, Fahlund, Noonan Among Headliners at Retirement Income Symposium
Still as direct as ever at 83, Bogle sat down for an exclusive interview about his upcoming keynote at the fifth annual Retirement Income Symposium in Boston on Oct. 4 and 5.
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s Poterba
Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated.
Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.