Robo tontines (risk pooling solutions offered by robo advisors) represent a natural evolution in the retirement income market.

A version of this article also appeared in the Retirement Income Journal. Tontines are a much-misunderstood investment arrangement that...

The work of Richard Fullmer and our sister company, Nuova Longevità Research, is referenced in this thoughtful policy brief published by...

Benjamin Franklin once famously wrote “… in this world nothing can be said to be certain, except death and taxes.” ¹ True, death is...

Tontines are a type of investment in which the account balances of shareholders who die are forfeited, divided up, and transferred to...

We are pleased to announce the CFA Institute Research Foundation has published Tontines: A Practitioner’s Guide to Mortality-Pooled...

The term “tontine” may be new to many people. This is not surprising, given that the once-common term largely fell out of use around one...