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Broodx
Brood X + the Mystery of Pi, Why Fiduciaries Can’t Ignore Annuities, New Fixed Index Annuity Tool, Pacific Life and the PIP, Wealthies Finalists When the ground temperature reached 65 degrees in May, brood x cicada nymphs dug themselves out of their 17-year subterranean homes to molt, drum up an unholy racket, mate, hatch, and...
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Wealthy Trophies
Nomination is for “Back Office Data Integrations” in the Insurance Fintech category WealthManagement.com announced that RetireOne is a finalist for their 2021 industry awards. Nominated for our “RIA Annuity Back Office Data Integrations” in the insurance fintech category, RetireOne is among 221 finalists selected from among more than 900 nominations. Great work, everyone! Time to...
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Spring Thaw
More Stimulus, Anticipated Biden Tax Changes, New Pac Life VA w/Fee-Friendly Riders, Advisor Portal, ESG Index Addition, How we Got StreetCred, and Saying “Goodbye” to a North Beach Legend As we thaw from our long pandemic winter, newly minted President Joe Biden’s ambitious policies, or the hints thereof, have begun to take shape. Will his...
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Vials
RetireOne News and Notes – 4th Quarter – 2020 Surviving 2020, Introducing IndexMax ADVSM, Advisor Collaboration Lab Thank You, New Advisor Portal, Retire One: Peas and Mushrooms, and Bearing Witness We are in this liminal space now as we await the restoration of some normalcy to the planet. November announcements of the remarkable efficacy of the...
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in memoriam bg
Wanna Feel Old?, FPA Academic Paper Finalists, RIAs Open to Annuities, New IOVA from Principal, Pac Life Partnership, and a Reckoning in Louisville More than three quarters over and no amount of EMDR seems capable of healing the 2020 trauma. At least the last quarter gave us NBA basketball in the bubble and fan-less major...
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FPA 2020
RetireOne co-founder and Chief Technology Officer R. Scott Strait, Ph.D., recently co-authored a research paper with RetireOne’s Mark Forman that addresses the changing economic landscape and its impacts on retirement withdrawals. The paper, “Managing Client Risks in Retirement with Guaranteed Living Withdrawal Benefits” was among the finalists selected for this year’s FPA Academic Research competition....
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in memoriam bg
#SayHerName, Profound Uncertainty, Hedging a Second (First) Wave, Fund Fees Drop, Envestnet/FIDx, Halo, Retire Racism 2020 has been a year we’ll likely mark as the beginning of a great deal of change in this country. And we’re only half-way through. As leaders across the nation began to consider ways to safely reopen our COVID-smothered economy,...
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Sandstone flowing
TIAA announced the addition of seven new Vanguard Subaccounts to their Intelligent Variable Annuity® fund lineup, effective May 1, 2020. This will increase the Intelligent Variable Annuity’s offerings to 65 funds from 20 highly regarded investment management firms including Vanguard, DFA, TIAA-CREF, PIMCO, and T Rowe Price. The Intelligent Variable Annuity is a low-cost, fee-based...
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Franklin in Mask
The unexpected Gift of Social Distancing The age of social distancing has given me an unexpected gift. I’ve found that I actually have some extra time on my (very clean) hands every day. Aside from the home schooling (math is my strong suit), there’s nothing new that’s been added to my plate. I do mostly...
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