We had a busy Q4! In addition to our big Nationwide announcement (which we’ll cover in a separate blog post), our CEO and Co-Founder, David Stone, made the rounds in the media. First up was an RIA Intel piece on inflation: “Inflation Poses the Biggest Risk to Retirement Goals – For Now.” The article examines...Continue Reading
How Can Advisors Prove Their Value? These days, saying “The markets are volatile” feels simultaneously both incredibly obvious and like the world’s driest understatement. Volatility isn’t just something we’re experiencing right now, it’s defining how we live in a variety of ways both large and small. When volatility becomes an ingrained part of your daily...Continue Reading
Benefits of the new partnership include the addition of advisory solutions like the Nationwide Monument Advisor IOVA to RetireOne’s fiduciary marketplace of insurance and annuity solutions and expanded distribution opportunities for Nationwide SAN FRANCISCO – December 15, 2022 –RetireOne®, the leading independent platform for fee-based insurance solutions, and industry leader Nationwide are teaming up to...Continue Reading
Are the Assumptions in Morningstar’s Report Valid? In a recent report, data and research firm Morningstar concluded annuities aren’t meaningfully useful to 95% of affluent investors. A report that casts doubt on the value of an entire class of insurance products will inevitably get a response, which is where finance writer Oisín Breen comes in....Continue Reading
Team growth and restructuring to help the outsourced insurance desk meet needs of fast-expanding marketplace SAN FRANCISCO – December 1, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced that it has promoted three individuals to senior leadership roles and expanded its Advisor Solutions team. This strategic restructuring comes at a...Continue Reading
What are advisors really worried about? A recent ThinkAdvisor piece about the LIFE Act was framed as a debate between Robert Bloink (pro) and William H. Byrnes (con), both professors and co-authors of reference book Tax Facts. For those unfamiliar, the core issue that advisors seem to be anxious about is the LIFE Act’s allowance...Continue Reading
With Increased volatility In the market, It’s time to rethink the fundamentals Wealth Solutions Report published an article recently entitled, “Are You Playing Russian Roulette With Clients’ Retirement?” The article starts by laying out the current situation: equities are in flux, life expectancy is increasing, Social Security may not be reliable in the future, and...Continue Reading
Can advisors afford to just be portfolio managers? RetireOne President Ed Mercier recently appeared with Mark Colaço of Dimensional Fund Advisors on Robert Huebscher’s Gaining Perspective Podcast to discuss the future of financial advice, and the role insurance might play in it. In the podcast, Ed and Mark talked about each company’s respective survey data,...Continue Reading
Are advisors doing enough to allay client fears? RetireOne recently conducted a joint survey with Midland National Life Insurance to better understand the landscape of retirement planning. You can check out the executive summary, but one of the key takeaways is that clients are concerned about outliving their retirement savings (82%) due to a wide...Continue Reading
Oisin Breen quoted RetireOne CEO and co-founder David Stone in an RIABiz article about Baltimore-based RIA firm Facet Wealth forging a formal vendor relationship with Policygenius.com. In Breen’s view the deal may have come at just the right time for the struggling digital insurance broker. Stone had this to say: “[It’s] a great move …...Continue Reading
