Articles
Reference articles and commentary on annuities, lifetime income, and retirement finance. Updated over time.
Notes from the CFA Institute Fixed Income Conference
The CFA Institute just held its 2012 fixed income conference in San Francisco.
No Time for Guarantees
Consumers must look at financial guarantees with ruthless objectivity because there are some strong currents pushing against the basic value proposition.
New Portfolio Management Technologies Could Further Commoditize Investment Advisory Services
Financial advisors who are focused on portfolio management and investment advisory services may find their business increasingly commoditized by new technologies.
New Health Care Expense Software is Taking Aim at a Retirement Planning Void
Read about an innovative new health care expense software product that is used for retirement planning through an Annuity Digest interview with HealthView Services CEO.
NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors
NAPFA is the National Association of Personal Financial Advisors.
Much Ado About Equities
The U.S.
Moshe Milevsky Discusses Tontines for the 21st Century
Moshe Milevsky discusses tontines which could prove to be one of the most innovative concepts in early 21st century finance.
The Most Popular Annuity List
See the 20 most popular annuities among over 1,200 products in the Annuity Digest database.
Moshe Milevsky on Annuity Market Reform
Moshe Milevsky is one of the leading figures in the annuity industry. He is an Associate Professor of Finance at the Schulich School of Business in Toronto. Professor Milevsky always seems generous with his time and ideas--his writing and research reach wide popular, academic…
More from Professor Babbel's Study - The Long-Run View of Equity Indexed Annuity Performance
The first part of Professor Babbel's presentation looked at the comparative performance of fixed indexed annuities and alternative investments over a 15 year period. This next set of slides looks at performance over a much longer time period--dating back to January 1926. The implied account…
MetLife is Nudging the World of Defined Contribution toward Income Annuities
Jody Strakosch is the National Director for MetLife’s Retirement Products Group.
Meir Statman on the Behavioral Obstacles Affecting Investing and Retirement Planning
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, and Visiting Professor at Tilburg University in the Netherlands.