Joined November 2011
- Tweets 84
- Following 12
- Followers 85
- Likes 15
Photos and videos
Kerry Pechter retweeted
18
18
104
186,420
10 Aug 2021
For more info, go to retirementincomejournal.com, and search for stories about "Bermuda Triangle."
2
10 Aug 2021
These strategies are sometimes executed by unaffiliated insurers, reinsurers and asset managers. But sometimes they are affiliated, which reduces transparency and makes some people nervous about the quantity and quality of unseen assets backing their liabilities.
10 Aug 2021
Chuck and I talked about my articles on the "Bermuda Triangle Strategy." That's what I call the three-way strategy by which life insurers, partnering with reinsurers and asset management firms, are reducing their capital requirements and increasing their investment returns.
1
10 Aug 2021
Chuck Jaffe, host of MoneyLifeShow, had me on as a guest today. I haven't tweeted much--not at all, really--because I preferred to save up my comments for my weekly e-newsletter, retirementincomejournal.com. But Chuck called attention to my Twitter handle, @kerrypechter.
2 Apr 2017
A trip to D.C., last week yielded news on 3 issues: the fiduciary rule, state auto-IRAs, & auto-portability. My Linkedin page has details.
1 Apr 2017
The IRS says no excise tax liability for possible prohibited transactions during the Fidu Rule limbo period, according to Drinker Biddle
8 Apr 2016
I'm attending How the DOL Ruling Will Impact Incentive Plans Conference Call conta.cc/20dNKd5 #constantcontact
1 Apr 2016
Resistance to robo at big finserv companies is about to turn into romance. It has in the UK. See wam-digitaltech.com/agenda/
30 Mar 2016
A federal judge has struck down MetLife's designation as a "too big to fail" SIFI, reversing regulators.
14 Mar 2016
"When we do get to the end of the road, there's going to be a lot of rusty old cans there": at the SOA conference in NYC today
1
8 Mar 2016
Great-West Finan'l to offer product-allocation tool to retail dist. partners mid-2016, Bob Shaw, pres. of GWF individual markets, tells RIJ
8 Mar 2016
Direct-to-consumer no-agent online platform for sales of SPIAs, DIAs, QLACs, and MYGAs launched at annuities.direct.
6 Mar 2016
In J. of Fin. Plan'g, W. Pfau recommends no-balance HECM-LOCs but calls them an "unintended loophole" not attractive to lenders.
5 Mar 2016
"Legacy systems drive legacy thinking," says UK biz guru Amin Rajan on Brighttalk webcast, because tech drives biz and mgt models.
3 Mar 2016
"We'd rather lose half our clients in a raging bull mkt than half our clients' money in a bear mkt." From "Adaptive Asset Allocation"