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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.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Source: "When to Commence Income Annuities," Jeffrey K. Dellinger, Retirement Income Solutions Enterprise, Inc., 2011
September 1, 2010, Featured Articles, The Decumulation Beat
My Tailor, My Fiduciary
The SEC could help investors distinguish between bespoke advice and off-the-rack advice that’s merely “suitable.”
It would a boon to all Americans if, with the stroke of a virtual pen, the SEC could convert all of the financial intermediaries who now treat their supposedly personal clients like mere customers—and applying the caveat emptor principle—into intermediaries who treat every customer like a personal client. That’s a worthy goal.
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