Withdrawal
5 Reasons to Question the Recent Indexed Annuity Article in Bloomberg
An article on indexed annuities appeared in Bloomberg yesterday (click here to read).
The article is substantive and comes from a credible source. It is provides a good explanation of why surrender fees need to be a front-and-center consideration for any consumer considering the purchase of an...
Fidelity Variable Annuity Offering Reaches $1 Billion in Sales in First Year
Meir Statman on the Behavioral Obstacles Affecting Investing and Retirement Planning
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, and Visiting Professor at Tilburg University in the Netherlands.
His research on behavioral finance has been supported by the National Science Foundation, CFA Institute, and Investment Management Consultants Association (IMCA) and has...
Veritat Offers Comprehensive, Fee-Only Financial Planning Services that are Affordable and Scalable
Veritat is a start-up seeking to leverage process and technology innovation to scale a business model that is typically saddled with persistent and burdensome variable costs. If successful, Veritat will be able to deliver premium services to a mass audience.
As a registered investment advisor (RIA) that adheres to the fiduciary standard, Veritat provides comprehensive financial planning services through financial advisors who are employed by the company and share a common sense of mission.
We spoke with Dr. Kent Smetters who is the President of Veritat and a professor at the Wharton School at the University of Pennsylvania.
Annuity Digest: How did Veritat come into existence?
Dr. Kent Smetters:...