Jessica was a reporter for InvestmentNews from 2009 to 2011. Afterwards she moved on to Thomson Reuters working as a reporter and correspondent, then to 'The Information' as a senior reporter, and in 2022 became Deputy Media Editor at The Wall Street Journal. Connect with her on LinkedIn here.
New York Life Insurance Co. is preparing to launch a no-load version of its immediate annuity to target the fee-based-adviser market, according to Matthew Grove, its vice president.
John Hancock Funds LLC is aiming to make an acquisition in the mutual fund industry, but for now, it is continuing its strategy of adopting funds, according to Keith Hartstein, its top executive.
Many firms, including Pimco, Russell Investments and John Hancock, are planning or discussing the addition of guarantees to their mutual funds to provide scared investors with a floor on their investments, but advisers are skeptical about such promises.
Target date fund investors may be happy with their plans — but they don't seem to be using them properly, according to a new study by AllianceBernstein LP.
The pending rule changes around Roth IRA conversions present a huge business opportunity for financial advisers to have deeper conversations with clients, according to a new survey by Charles Schwab & Co. Inc.
The Retirement Income Industry Association has formally introduced a new educational course designed to help financial advisers be certified as “retirement management analysts.”
The Retirement Income Industry Association has crafted a new course that would certify advisers as retirement experts
