Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • Automated Advice
    Automated Advice This article explains the evolution of robo- advisers as a source of financial ... Advice This article explains the evolution of robo- advisers as a source of financial advice and evaluates ...

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    • Authors: John Turner, Jill Fisch, Marion Laboure
    • Date: May 2018
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Finance & Investments>Investments
  • A Smart Way to Develop Retirement Income Strategies
    Article from Securing Future Retirements Essay Collection 2018 Call for Essays 25 A Smart ... benefit (DB) pension plans are mostly a thing of the past? I’ve been pondering this question throughout ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • A Smart Way to Develop Retirement Income Strategies
    Article from Securing Future Retirements Essay Collection 2018 Call for Essays 37 Smart ... employees’ transition into retirement, given the modest level of retirement savings this demographic cohort ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • A Smart Way to Develop Retirement Income Strategies
    A Smart ... Article from Securing Future Retirements Essay Collection 2018 Call for Essays 32 Smart ... in the late 1980s in my role as a consulting actuary working in the private sector. During the next ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments