Website Offers RetireOne Partner Firms Immediate Access to Client Policy Data on Phones, Tablets, or Desktops San Francisco, CA – January 14, 2021 – The newly-launched RetireOne® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for...Continue Reading
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...Continue Reading
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...Continue Reading
Wanna Feel Old?, FPA Academic Paper Finalists, RIAs Open to Annuities, New IOVA from Protective, 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...Continue Reading
RetireOne continues to grow fiduciary marketplace with best-of-both–worlds IOVA offering lifetime income option San Francisco, CA and Birmingham, AL – September 16, 2020 – RetireOne® and Protective® are teaming up to bring a new, low-cost advisory variable annuity to market. With an M&E fee of just 30 basis points, and subaccounts from Vanguard® and DFA,...Continue Reading
Advisers on the RetireOne Platform Can Now Choose Advisory Annuities from Pacific Life NEWPORT BEACH and SAN FRANCISCO, Calif. (Sept. 23, 2020)—Pacific Life announced today that it has expanded access to the company’s two fee-based annuities, Pacific Odyssey® and Pacific Index Advisory®, through RetireOne®—the insurance and annuity back office for more than 900 RIAs. “We’re...Continue Reading
