Articles
In-depth analysis of how lifetime income products work, what they cost, and how to evaluate them. Mechanics first, no product recommendations.
Obama Administration Proposes Fiduciary Standards for Brokers
The Obama administration's proposed financial services regulatory overhaul may have a profound impact on the way that investment advice is disseminated in the United States. The administration's proposal would impose a fiduciary standard on financial advisors who offer investment advice.
Noteworthy Reads - October 17, 2013
- Buffett and Berkshire adding equity exposure to defined benefit pension plans (Bloomberg) - Why does something that “should” happen once every 7,000 years happen every 4 years (Bloomberg) - Obamacare implementation exposes vulnerable retirees to gaps in the system (Bloomberg)
Notes from the CFA Institute Fixed Income Conference
The CFA Institute just held its 2012 fixed income conference in San Francisco.
No Time for Guarantees
Consumers must look at financial guarantees with ruthless objectivity because there are some strong currents pushing against the basic value proposition.
New Portfolio Management Technologies Could Further Commoditize Investment Advisory Services
Financial advisors who are focused on portfolio management and investment advisory services may find their business increasingly commoditized by new technologies.
New Health Care Expense Software is Taking Aim at a Retirement Planning Void
Read about an innovative new health care expense software product that is used for retirement planning through an Annuity Digest interview with HealthView Services CEO.
NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors
NAPFA is the National Association of Personal Financial Advisors.
Much Ado About Equities
The U.S.
Moshe Milevsky Discusses Tontines for the 21st Century
Moshe Milevsky discusses tontines which could prove to be one of the most innovative concepts in early 21st century finance.
The Most Popular Annuity List
See the 20 most popular annuities among over 1,200 products in the Annuity Digest database.