Asset Accumulation

Asset accumulation typically refers to the savings and growth of financial assets during the course of one’s working years. Assets accumulated during one’s working years provide the basis for decumulation during one’s retirement years.

DFA Retirement Income Efforts

Dimensional Fund Advisors (DFA) appears to be ramping-up its retirement income efforts. Advisor One reported on the recent DFA-sponsored retirement planning conference in Chicago. DFA's retirement income efforts appear to be largely focused on the defined contribution or 401k market. DFA's retirement income offering is named "Managed DC." The product appears to be offered exclusively in the retirement plan market. DFA has a huge presence in the asset accumulation space with $232 billion in...

New Portfolio Management Technologies Could Further Commoditize Investment Advisory Services

Simple, web-based portfolio management tools have been proliferating over the past couple of years.

As reported recently by Bloomberg, companies such as Folio Investing, MarketRiders and Flat Fee Portfolios are providing subscription-based...

New Health Care Expense Software is Taking Aim at a Retirement Planning Void

There is a strong case to be made for health care as the linchpin of retirement planning.  Virtually...

eRollover CEO Tim Harrington on Filling a Void in the Retirement Planning Market

Tim Harrington is the Chairman and CEO of start-up eRollover.

Tim is a seasoned technology and consumer marketing entrepreneur.  Among Tim’s accomplishments is the ecommerce company Fogdog Sports--a venture he led from inception through successful IPO and post-IPO merger.

We had the opportunity to speak with Tim before his presentation at the Finovate conference in San Francisco.



Annuity Industry Pioneer Jerry Golden at Work on his Latest Venture

Jerry Golden--often referred to as the father of variable life insurance and variable annuities--has had a distinguished career as an innovator...