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Advisor Perspectives Logo
Featuring: David Stone of RetireOne, 8/17/21 Bob Heubscher interviewed RetireOne founder + CEO David Stone on the “Gaining Perspective” podcast. Bob invited David on the show to discuss the results our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. David shares insights about the survey, explains how RIAs may work with outsourced insurance...
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ThinkAdvisor Logo
“The share of advisors who would not recommend an annuity is shrinking, according to a survey by RetireOne and Protective Life.” ThinkAdvisor‘s Michael S. Fischer posted an article covering some of the results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Fischer highlights survey data measuring changes in RIA sentiment...
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Rethinking65
“A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.” Former FA-Mag Managing Editor Dorothy Hinchcliff has launched a new retirement-focused publication called Rethinking65. Dorothy and the Rethinking65 team featured RetireOne’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective in an...
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RA Logo
David Stone shares insights about how RIAs can leverage annuities and life insurance in client portfolios with Jay Coulter on his July 27 “Resilient Advisor Show” podcast. Jay invited David on the show to also provide a synopsis of results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Survey results,...
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FInancial Planning Logo
Ryan Neal, the Financial Planning Technology Editor featured RetireOne’s recent launch of the Advisory Annuity Impact calculator in a story covering advisor’s use of downside risk protection products. He points out that providers are developing technologies to prove the value of insured solutions in client portfolios, as rates remain historically low, and folks make the case for replacing a...
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ThinkAdvisor Logo
Ben Mattlin takes a look at pension risk transfer in an article for ThinkAdvisor published Sunday, December 20. As folks are living longer and 10,000 boomers retire every day, the need for durable retirement income solutions becomes more and more critical. Mattlin points to a recent trend in corporate pensions toward sharing risk with insurance...
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ThinkAdvisor Logo
RetireOne/Jackson 2020 RIA Survey featured in ThinkAdvisor Michael S. Fischer featured the 2020 RetireOne/Jackson RIA survey in an article for ThinkAdvisor titled “Two-Thirds of RIAs Open to Recommending Annuities: Survey.” The study aims to gain insights into how RIAs allocate client assets, the technologies they use for planning and management, the timing of income planning...
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InvestmentNews
More advisers are becoming open to the products, but many still don’t like their costs, complexity and lack of liquidity With this headline, “Just say no to annuities, one-third of RIAs say: Survey,” Emile Hallez (InvestmentNews) certainly interprets the results of RetireOne’s joint RIA survey with Jackson as ‘glass half empty.’ Or maybe it’s ‘glass third...
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Wealthmanagement.com
RetireOne’s partnership with FIDx is featured in an article by Diana Britton on WealthManagement.com. Titled “FIDx Partners with RetireOne,” the article describes how RetireOne’s role as outsourced insurance desk on the Envestnet Insurance Exchange will make it easier for RIAs and their wealth platforms to connect with providers. Noting that this partnership comes on the...
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Barrons Logo
What is sequence of returns risk, and why is it so important to understand during this bear market? In a March 2020 article for Barron’s, journalist Neal Templin explores the impact this risk may have on retirees and near-retirees. Templin also describes some potential actions investors may take to minimize the potential negative consequences a...
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