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Lincoln Financial team will study consumer decision-making
Wed, Jan 11, 2012
Emily Pachuta will lead the team, as head of Consumer Insights group within Lincoln’s Insurance Solutions/Retirement Solutions division.
Industry Views
$300 Billion, Up for Grabs
Cogent Research's new 2012 Assets in Motion study can help you understand and benefit from the rising flow of money from qualified plans to rollover IRAs.
Burton Malkiel Talks About Efficient Markets
In this video sponsored by Vanguard, Burton Malkiel, Princeton professor and author of "A Random Walk Down Wall Street," talks with RIJ editor Kerry Pechter about what "efficient market" means to him. The 10th edition of "A Random Walk" has just been published.
New Income Solutions for Long Retirements
With the numbers of people over age 100 growing rapidly, there is an equally growing need for advisors to consider an array of retirement income solutions.
Annuity Issuers Slowly Enter The Digital Age
Annuity issuers are making a concerted effort to implement and promote paperless document delivery services.
401(k)s: They’re Not (Necessarily) Just for Employees Any More
A growing number of 401(k) plan sponsors, retirees, record keepers and regulators want retirees to stay in their plans well into, or even straight through, retirement, PIMCO has found.
The Future Of Online Customer Feedback Has Arrived
TIAA-CREF’s TC Listens website is an innovative new medium for obtaining client feedback online.
TIPS for Retirement Investing in the ‘New Normal’
TIPS can preserve purchasing power, provide systematic income and offer the assurance of a government guarantee for retirees depending on income from their investments.
Firms Back Variable Annuity Product Launches With Aggressive Online Marketing Campaigns
With variable annuity sales down, firms are intensifying online product marketing campaigns to reach more prospective investors.
Found in Translation
Annuity issuers are reaching out to non-English-speaking investors through websites written in Spanish and Asian languages, according to Corporate Insight.
Behavioral Economics and Retirement Investing
PIMCO and its Allianz affiliates recently sponsored a new study, “Behavioral Finance and the Post-Retirement Crisis.” PIMCO Retirement Product Manager Tom Streiff explains how the study’s findings can foster the development of successful retirement income products.
Annuity Issuers Embracing Social Media One Tweet At A Time
A growing number of annuity issuers are using creative approaches on Twitter to reach new audiences online.
Roth IRA Conversion Promotions Are All The Rage Online
Many firms have launched engaging online sales campaigns focusing on the Roth IRA conversion opportunities that will be available in 2010.
Annuity Firms Turn Their Focus To Online Client Security
Annuity firms introduced enhanced online security measures in 2009, but they remain laggards in the financial service industry.
Should Annuity Firms Care About Social Media?
The annuity industry has been slow to adopt social media. But given the industry’s target audiences, does it matter? Download an excerpt from the report "Social Media: Trends and Tactics in the Financial Services Industry."
Marketing Online Education To Advisors
Our latest research shows that dynamic displays, such as Flash interfaces, offer firms engaging new ways to present and market online educational content to advisors.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
People in Motion
White succeeds Bhojwani as president and CEO of Allianz Life
Wed, Dec 21, 2011
White (pictured at left) joined Allianz Life in 2009 as chief administrative officer responsible for compliance, information technology, operations, and suitability.
Barclays Wealth and Securian announce new executives
Wed, Dec 14, 2011
Christopher M. Hilger has been appointed the 16th president of the 131-year-old Securian Financial Group, Inc., and Joseph Danowsky has been hired by Barclays Wealth as a Managing Director and Head of Solutions for the Americas.
Lynne Ford leaves ING
Wed, Dec 07, 2011
Ford’s departure was “the result of some consolidation within our broader retirement business," an ING spokesperson told RIJ.
MetLife reorganizes in wake of Alico acquisition
Wed, Nov 23, 2011
MetLife's three new business regions, each of which will have its own president, are the Americas, EMEA (Europe, the Middle East and Africa), and Asia.
The Stag Brings Back GLWBs
Tue, Jul 12, 2011
In an about-face on VAs, The Hartford has gone back to the GLWB, tempering its risks with a CPPI fund. The arrival of Steve Kluever from Jackson National in March reflects the new thinking.
Beams to help merge ING retirement units in advance of IPO
Wed, Jun 08, 2011
Maliz Beams previously served as president and CEO of TIAA-CREF’s Individual and Institutional Services, where she founded the Wealth Management business and re-launched IRAs, Insurance Products and Private Asset Management.
CIO who timed real estate market for MetLife becomes its CEO
Thu, Mar 24, 2011
MetLife named Steven Kandarian as its new president and CEO. In 2006, as CIO, he divested MetLife's aging Manhattan apartment complexes for $5.4 billion. They are now valued at $1.8 billion.
Lincoln Financial expands DC wholesale effort
Wed, Mar 02, 2011
Douglas Harding and Troy Jackson have joined Lincoln Financial Distributors as regional sales directors.
An Entrepreneur Tackles Decumulation, with TIPS
Tue, Nov 23, 2010
Manish Malhotra’s FIAP platform, set to launch next year, will enable advisors to build retirement income streams out of laddered TIPS, immediate annuities, and withdrawals from balanced portfolios.
A Quiet Transition at Jackson Life
Mon, Nov 01, 2010
The succession of Jackson National Life CEO Clark Manning by Mike Wells (at left), a 15-year veteran at the U.S. unit of Prudential plc and the incumbent COO, is not expected to change much at the firm, which counts management continuity as a contributor to its success in the variable annuity market.
Orszag to Depart OMB Director Post
Wed, Jun 30, 2010
“Basically, the OMB Director is a brutal job and subject to quick burnout," commented one political blogger.
Thomas M. Marra to Lead Symetra Financial
Wed, Jun 09, 2010
Symetra Financial is the parent of Symetra Life Insurance Company, a life and annuity company that raised about $365 million in a January IPO and was listed on the New York Stock Exchange.
Management Changes at New York Life and Aviva
Wed, May 26, 2010
Dan Guilbert is now Chief Risk Officer at Aviva North America and Allyson McDonald is senior vice president, Retirement Income Security, at New York Life.
Mike Treske To Run Annuity Sales and Distribution at John Hancock
Wed, Jan 20, 2010
He succeeds Robert T. Cassato, who will assume a new role as a senior advisor to Manulife Chief Operating Officer John D. DesPrez III on global distribution strategy.
New Executive Hires at AVIVA USA, ING
Wed, Dec 23, 2009
Jeff Frazee goes to Aviva USA, Lynne Ford to ING.
New Retirement Team at BoA Merrill Lynch
Wed, Dec 09, 2009
Andy Sieg's Retirement & Philanthropic Services division is responsible for over $450 billion in client assets.
Tom Johnson Joins New York Life
Tue, Nov 24, 2009
Johnson is a board member of the Profit Sharing/401(k) Council of America and the Retirement Income Industry Association and a trustee for the Employee Benefit Research Institute.
Richards To Leave SEC Compliance Post
Wed, Jul 15, 2009
Lori A. Richards will depart as director of the SEC's Office of Compliance Inspections and Examinations. Associate Director-Chief Counsel John Walsh will serve as Acting Director.
Eight Join Advisory Board at American College’s New York Life Center for Retirement Income
Wed, Jul 08, 2009
The Center, directed by Kenn Beam Tacchino, JD, offers technical knowledge to financial advisors and agents in matters related to the retirement decisions facing clients.
Laurence J. Kotlikoff Wins RIIA’s Top Award
Tue, Jun 30, 2009
Kotlikoff will receive the award at RIIA's annual meeting and awards dinner, October 5-6, 2009, at the Hyatt Harborside Hotel in Boston.
Roger W. Crandall to Succeed Stuart H. Reese as MassMutual CEO
Tue, Jun 23, 2009
Roger W. Crandall will succeed Stuart H. Reese as CEO of MassMutual, effective Jan. 1, 2010.
Quincy Krosby Joins Prudential Annuities as Chief Market Strategist
Mon, Jun 15, 2009
Quincy Krosby, a former Assistant Secretary of Commerce and U.S. representative to the International Monetary Fund, has joined Prudential Annuities in the newly created position of chief market strategist.
Deschenes Goes To Sun Life from MassMutual
Wed, Jun 10, 2009
Former MassMutual retirement income executive Stephen L. Deschenes will manage the annuities division at the U.S. division of Sun Life Financial.
Without Golden, Will MassMutual’s RMA Lose Its Glow?
Thu, May 21, 2009
Jerry Golden has retired from Mass Mutual, leaving uncertainty over the future of the Retirement Management Account. MassMutual says the RMA, a tool for building income annuity ladders, "remains available."
