Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
“If we were to go back in time 35 years, here we are in year 1980. How does a financial advisor's life differ from the year 2015?”
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
19 Top Colleges for Green MBAs: 2014
These college rankings weave together the priority given to sustainability education with Financial Times’ Global MBA ratings.
Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.
Finke: Should Retirees Be Stocking Up on Stocks?
The conventional wisdom of retirement portfolios is to gradually reallocate away from stocks with age. But new research says otherwise.
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins It
The professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
Milevsky Warns: Beware of Annuity Ignorance
Today’s sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
Milevsky’s VA Shocker: Turn on Your Living Benefit, Now
Advisors ask me whether clients should “hurry up”—in light of the declining richness of GLB riders—and add money to VAs they already own, before it is too late. My answer will not be what you expected.
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.