People and ideas that aim to transform this industry.

Michael Finke on Portfolio Income Insurance

We recently collaborated with Dr. Michael Finke, Professor of Wealth Management at The American College, on a white paper entitled,...
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Retirement: An Evolving Conversation

RetireOne CEO and co-founder David Stone published an article for entitled, “Reframing the Retirement Conversation” which argues that the...
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Ed Mercier on Gaining Perspective

At the beginning of April, RetireOne President Ed Mercier appeared alongside Head of Retirement Distribution Tim Kohn of Dimensional Fund...
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Rethinking Retirement

The Evolving Retirement Conversation Due to a host of conditions and a massive population of Boomers joining the ranks of...
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Ed Mercier Explains the ‘Personal Pension Plus’

Think of it as retirement income insurance Writing for Kiplinger, RetireOne President Ed Mercier addresses the need for retirees to...
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David Stone: “Unbundling to Help Solve the Annuity Puzzle for Clients of RIAs”

As DB plans give way to DC plans, investors need innovative ways to “pensionize” retirement savings Writing for Advisor Magazine,...
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Stone: “The Future is Unbundled”

Boomers have been conditioned to accumulate wealth in 401(k)s, IRAs and brokerage accounts. 10k of them retire every day. Now...
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Hissong + Yang in ThinkAdvisor: “Going Independent”

Making a successful RIA move with as many of your client assets as possible…even annuities Writing for ThinkAdvisor, RetireOne Managing...
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David Stone: “Why Fiduciaries Cannot Ignore Annuities”

In David Stone’s latest article for Advisor Perspectives, he writes about RIAs who choose to ignore annuities. He notes that,...
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