Demand Is Growing for Retirement Income Products
Advisors need help from asset managers and insurers to help their retirement clients meet multiple financial goals, according to Practical Perspectives.
Evensky’s 10 Tips for Retirement Success
During his speech at the Think Retirement Income conference, Evensky said that advisors too often focused on “the probabilities while ignoring the consequences.”
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 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.
How to Stop Clients From Being Hijacked by Fear: Noonan
In his talk, “Disengagement: Creating the Future You Fear,” Tim Noonan of Russell Investments observed that lack of engagement in retirement planning is leading people toward the very financial insecurity they dread.
Top Portfolio Products: Muni Bonds from PIMCO & Global Bonds from T. Rowe
New products introduced over the last week include an indexed annuity offering a chronic care benefit from the Phoenix Cos. and five new volatility-weighted indexes from Compass Efficient Model Portfolios.
Peng Chen, Global Investment President, Leaves Morningstar
Morningstar announced Thursday that longtime Morningstar and Ibbotson executive Peng Chen will leave the Chicago-based research and investment firm at the end of June.
Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation
Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.
Retirement Plan Investment Options Beginning to Decline: Aon Report
After a decade of increasing investment choices in defined contribution plans, employees want simpler, and employers appear to be listening.
New Prudential Website Focuses on Guaranteed Income
Prudential Retirement, a subsidiary of Prudential Financial, announced on Monday the launch of a new website to address retirement income needs.