by admin | Sep 15, 2019 | Company News, Everything Else, Opinions
Lifetime income decisions are made along the continuum of “guaranty” and “optionality”. Neither one is always right or always inappropriate. A lifetime “guaranty” payout under a fixed annuity can and sometimes should play a role, alone or in conjunction with, a...
by admin | Jul 12, 2019 | Company News, Everything Else, Opinions
The brokerage hopes to capture more retirement plan clients and push assets into its small-market 401(k) product Click here to read the full article.
by admin | Jul 10, 2019 | Company News, Everything Else, Opinions
AllianzGI is a global investment company and has developed and dedicated a section on its website to help RIAs – the RIA Exchange. Philip Chao was recently interviewed at AGI’s headquarters in New York and the summary of the interview can be found there. Philip Chao...
by admin | Jun 3, 2019 | Company News, Everything Else, Opinions
Once upon a time, retirees received pensions through defined benefit plans. Nowadays, instead, most employees have defined contribution plans—largely in the form of 401(k)s. Lately, a growing number of 401(k) plans are offering annuities as an investment choice....
by admin | Jun 3, 2019 | Company News, Everything Else, Opinions
Do annuities and 401(k) plans mix? The answer appears to be yes if you look at the recently passed retirement bill by the House. This article from FA Magazine quoted many industry folks and advisers, and it appears that, just like opinion, every respondent has a...