York University in Toronto

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  What Advisors Don’t Know About Variable Annuities: Market Conditions and VAs

  By Mike Henkel, Achaean  |  April 22, 2013

  In part four of our series, we look at how market conditions affect variable annuities. VAs may appear, on paper, to be a win-win, but the reality is more nuanced.

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  Five Good Questions for Moshe Milevsky

  By Bob Seawright, Madison Avenue Securities  |  September 17, 2012

  From solving the annuity puzzle to figuring out the best role for GLWBs, the retirement-planning expert has some revealing insights

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  Milevsky’s ‘The 7 Most Important Equations’: Book Review

  By Bob Seawright  |  July 26, 2012

  Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.

• Annuity Analytics: Back to Basics

  By Moshe A. Milevsky  |  November 1, 2009

  In my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts...

• Retirement Expert Milevsky Returns to Research Magazine

  By Janet Levaux, AdvisorOne  |  May 6, 2009

  Popular speaker and York University Professor Moshe Milevsky will write for the publication about retirement-related finance issues, such as annuities.

• The Big Picture

  By Alexei Bayer  |  November 1, 2008

  There used to be a commercial for kosher franks which checked off all kinds of chemicals, dyes, meat byproducts and other additives the government allowed...

• The New Retirement Advisor

  By Ellen Uzelac  |  November 1, 2008

  There's been a lot of talk about retirement income distribution planning over the last couple of years. Now for the action -- early stage industry...

• Chief Risk Officer

  By Jane Wollman Rusoff  |  May 1, 2008

  With retirement shaping up as the New Frontier, advisors are being forced to rethink client risk -- and mitigate that risk as never before. It's...

• Lesson 8: Defined Benefit Pensions: Winners & Losers

  By Moshe A. Milevsky  |  September 1, 2007

  Most professionals in the financial services industry are now aware of the continuing decline of traditional private-sector defined benefit (DB) pensions. Each new company press...

• Income Solutions

  By Ellen Uzelac  |  May 1, 2007

  For the last few decades, financial advisors have gotten to be very good at wealth accumulation. It's what you do. It's where you live. But...