John Bogle on the Restoration of the Fiduciary Principle

Vanguard Founder John Bogle continues to write about the need to restore the notion of fiduciary duty in American business. Writing in the Journal of Portfolio Management, Bogle attributes the financial crisis to the declining standards in fiduciary duty and overall business ethics.

Bob MacDonald on the Unprecedented Opportunity in the Annuity Industry

Bob MacDonald has had a storied career as a leading entrepreneur and executive in the financial services industry.

Some of Bob’s roles include: president and CEO of ITT Life; founder, chairman and CEO of the highly successful LifeUSA, and; CEO of...

Francois Gadenne and the Formation of the Retirement Income Industry

Francois Gadenne is the Chairman and Executive Director of the Retirement Income Industry Association (RIIA).

Formed in 2006, RIIA is bringing together the leading minds and resources in the relatively young retirement income industry.  RIIA members include leading academics, banks, insurers, fund companies,...

New Fiduciary Standards

Is anyone up-to-speed on the new DOL regulations that might apply to advisors who work with retirement plan sponsors?


National Retirement Risk Index

The National Retirement Risk Index is available through the Center for Retirement Research at Boston College.

The Index is intended to show the share of American households that are at risk of not being able to maintain their pre-retirement standard of living in retirement.