But it could prove risky if investments perform worse than their real estate assets.
IAA, CFA Institute joint survey reveals common practices.
The firm launched its annuities platform for RIAs earlier this year.
US home prices continue to slow with only one state seeing double digits.
Surveys reveal large share of Americans are reliant on credit to get by.
New report looks at how 'DINKs' prefer to spend their money.
Family offices among intended users of first-of-kind operation.
The firm has collaborated with leading providers for new solutions.
Back-to-school costs exacerbate savings challenges with many missing goals.
The pilot program intends to fill gaps in existing schemes.
