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Asset Accumulation

Asset accumulation typically refers to the savings and growth of financial assets during the course of one’s working years. Assets accumulated during one’s working years provide the basis for decumulation during one’s retirement years.

DFA Retirement Income Efforts

Dimensional Fund Advisors (DFA) appears to be ramping-up its retirement income efforts. Advisor One reported on the recent DFA-sponsored retirement planning conference in Chicago. DFA's retirement income efforts appear to be largely focused on the defined contribution or 401k market. DFA's retirement income offering is named "Managed DC." The product appears to be offered exclusively in the retirement plan market. DFA has a huge presence in the asset accumulation space with $232 billion in...
Glossary: 
Asset Accumulation
Asset
Retirement Planning
401k
Income
Key Phrases: 
Retirement
Retirement Income
Retirement Plan
Dimensional Fund Advisors
Key Phrases:
Glossary: 
Asset Accumulation
Asset
Retirement Planning
401k
Income
Key Phrases: 
Retirement
Retirement Income
Retirement Plan
Dimensional Fund Advisors

New Portfolio Management Technologies Could Further Commoditize Investment Advisory Services

Simple, web-based portfolio management tools have been proliferating over the past couple of years.

As reported recently by Bloomberg, companies such as Folio Investing, MarketRiders and Flat Fee Portfolios are providing subscription-based...

Glossary: 
Asset Accumulation
Asset
Decumulation
Investing
Income
Wealth Management
Key Phrases Autotag: 
Retirement
Retirement Income
Index Funds
Exchange Traded Fund
Tools
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Glossary: 
Asset Accumulation
Asset
Decumulation
Investing
Income
Wealth Management
Key Phrases Autotag: 
Retirement
Retirement Income
Index Funds
Exchange Traded Fund
Tools

New Health Care Expense Software is Taking Aim at a Retirement Planning Void

There is a strong case to be made for health care as the linchpin of retirement planning.  Virtually every...

Glossary: 
Annuity
Accumulation Phase
Asset Accumulation
Asset
Hedging
Inflation
Insurance
Investing
Liquidity
Retirement Planning
Fiduciary
Longevity Risk
Longevity
Bequest
Income
Financial Advisor
Financial Planning
Life Insurance
Asset Allocation
Risk Tolerance
Demographics
Key Phrases Autotag: 
Retiree
Retirement
Retirement Income
Expenses
Health
Employer
Interview
Tools
Retirement Income Industry Association
Healthcare
HealthView Services
Key Phrases:
Glossary: 
Annuity
Accumulation Phase
Asset Accumulation
Asset
Hedging
Inflation
Insurance
Investing
Liquidity
Retirement Planning
Fiduciary
Longevity Risk
Longevity
Bequest
Income
Financial Advisor
Financial Planning
Life Insurance
Asset Allocation
Risk Tolerance
Demographics
Key Phrases Autotag: 
Retiree
Retirement
Retirement Income
Expenses
Health
Employer
Interview
Tools
Retirement Income Industry Association
Healthcare
HealthView Services

eRollover CEO Tim Harrington on Filling a Void in the Retirement Planning Market

Tim Harrington is the Chairman and CEO of start-up eRollover.

Tim is a seasoned technology and consumer marketing entrepreneur.  Among Tim’s accomplishments is the ecommerce company Fogdog Sports--a venture he led from inception through successful IPO and post-IPO merger.

We had the opportunity to speak with Tim before his presentation at the Finovate conference in San Francisco.

 

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Glossary: 
Annuity
Asset
Asset Accumulation
Asset Allocation
Broker
Capital
Financial Advisor
Consumer
Decumulation
Retirement Planning
Individual Retirement Account
Reverse Mortgage
Key Phrases Autotag: 
eRollover
Finovate
Healthcare
Retirement Plan
Retirement
Technology
Tools
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Glossary: 
Annuity
Asset
Asset Accumulation
Asset Allocation
Broker
Capital
Financial Advisor
Consumer
Decumulation
Retirement Planning
Individual Retirement Account
Reverse Mortgage
Key Phrases Autotag: 
eRollover
Finovate
Healthcare
Retirement Plan
Retirement
Technology
Tools

Annuity Industry Pioneer Jerry Golden at Work on his Latest Venture

Jerry Golden--often referred to as the father of variable life insurance and variable annuities--has had a distinguished career as an innovator and...

Companies: 
Fidelity
Principal Financial
MassMutual
Key Phrases Autotag: 
income
Income Annuity
Retirement Income
Employer
Fees
Health
Health Insurance
Insurance Companies
Mutual Funds
Innovation
Jerry Golden
Retiree
Retirement
Technology
Tools
Glossary: 
Annuity
Annuity Payments
Income Annuity
Asset Accumulation
Life Insurance
Annuitant
Annuitization
Asset
Asset Allocation
Baby Boomer
Beneficiary
Capital
Longevity Risk
Financial Advisor
Commission
Interest Rates
Consumer
Mortality Credit
Insurance
Dollar Cost Averaging
Fee-Based
Registered Investment Advisor
Income
Long Term Care
Longevity
Mortality
Key Phrases:
Glossary: 
Annuity
Annuity Payments
Income Annuity
Asset Accumulation
Life Insurance
Annuitant
Annuitization
Asset
Asset Allocation
Baby Boomer
Beneficiary
Capital
Longevity Risk
Financial Advisor
Commission
Interest Rates
Consumer
Mortality Credit
Insurance
Dollar Cost Averaging
Fee-Based
Registered Investment Advisor
Income
Long Term Care
Longevity
Mortality
Key Phrases Autotag: 
income
Income Annuity
Retirement Income
Employer
Fees
Health
Health Insurance
Insurance Companies
Mutual Funds
Innovation
Jerry Golden
Retiree
Retirement
Technology
Tools
Companies: 
Fidelity
Principal Financial
MassMutual

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