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What we're reading and talking about.
Broodx

Q2 2021 RetireOne News and Notes

Brood X + the Mystery of Pi, Why Fiduciaries Can’t Ignore Annuities, New Fixed Index Annuity Tool, Pacific Life and...
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Wealthy Trophies

RetireOne Named 2021 “Wealthies” Awards Finalist

Nomination is for “Back Office Data Integrations” in the Insurance Fintech category WealthManagement.com announced that RetireOne is a finalist for...
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Spring Thaw

Q1 2021 RetireOne News and Notes

More Stimulus, Anticipated Biden Tax Changes, New Pac Life VA w/Fee-Friendly Riders, Advisor Portal, ESG Index Addition, How we Got...
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Vials

Q4 2020 News and Notes

RetireOne News and Notes – 4th Quarter – 2020 Surviving 2020, Introducing IndexMax ADVSM, Advisor Collaboration Lab Thank You, New Advisor...
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in memoriam bg

Q3 2020 RetireOne News and Notes

Wanna Feel Old?, FPA Academic Paper Finalists, RIAs Open to Annuities, New IOVA from Principal, Pac Life Partnership, and a...
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FPA 2020

FPA Academic Paper 2020 Finalists

RetireOne co-founder and Chief Technology Officer R. Scott Strait, Ph.D., recently co-authored a research paper with RetireOne’s Mark Forman that...
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in memoriam bg

Q2 2020 RetireOne News and Notes

#SayHerName, Profound Uncertainty, Hedging a Second (First) Wave, Fund Fees Drop, Envestnet/FIDx, Halo, Retire Racism 2020 has been a year...
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Sandstone flowing

TIAA-CREF Life Insurance Company introduces new Vanguard Funds

TIAA announced the addition of seven new Vanguard Subaccounts to their Intelligent Variable Annuity® fund lineup, effective May 1, 2020....
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