Clients Clamoring for Help on Rollovers, Annuities: Cerulli
The DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.
Buddy Donohue, Back at SEC, Could Boost Chances of VA Summary Prospectus Rule
Former SEC Commissioner Troy Paredes says there's "opening for movement" on such a rule.
Milevsky’s Bold Plan to Reinvent Retirement Income
Cast away years ago, the tontine may hold secrets to solving the income puzzle faced by retirees looking for a private-sector solution to replace pensions.
Retirement Assets Continue Upward Trend in Q1
First-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
4 Unusual Ways Millennials Are Different From Boomers
Being younger and healthier is just the beginning, a Goldman Sachs study finds. How they buy, and how they refer, is different than their elders.
The Retirement Spending Account: Annuity Alternative
A new retirement income product—the retirement spending account—combines aspects of a traditional retirement savings vehicle and an annuity. Watch the pitfalls, however.
DOL Fiduciary Rule Out by May 2016: Lawyer
DOL must finalize a rule in the next year in order to implement it before another president takes office, ERISA lawyer Steve Saxon says.
Many Americans Clueless on How to Spend Retirement Savings
More than half of retirement savers in a survey had no plan for how to access and stretch their money once they retired.
The Obvious Retirement Risk That’s Not in the Models
A new, award-winning research paper argues that the financial planning models advisors are using fail to match retirement reality.
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.