New Hire Roundup: Principal Financial Names Houston President, COO
Meanwhile, iCapital Network has added a senior vice president and vice president of fund manager due diligence.
Boomer Demand for Annuities to Stay High Despite Low Rates
Three-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
Just 35% of Pre-Retirees Turn to Advisors: TIAA-CREF Survey
Even fewer of those polled say they have calculated their retirement income needs.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
Top Portfolio Products: TIAA-CREF, Rose Launch Fund
Also, MacKay Shields will act as an advisor to two SEI Trust-sponsored collective investment trusts.
SRI on the Rise
If your clients aren't already asking about sustainable investing, there's a good chance they will be soon.
Top Portfolio Products: Ivy, ProShares & TIAA-CREF Launch Funds
Fund shops zoom in on mid-cap, managed futures, emerging-markets debt and lifecyle strategies.
Millennials Growing Out of Financial Fears
As memory of the financial crisis fades, millennials are getting more aggressive in investing.
IRI Elects LPL’s Moore Board Chairman
New IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.