The second quarter hasn't been kind to mutual funds that focus on the life insurance sector.
In a market roiled with trouble and strife, advisers who keep assets under custody with Schwab Institutional appear to be picking up clients from wirehouses and do-it-yourself investors at a prodigious rate.
Once considered the gold standard of web-based financial reporting technology, EDGAR, the Securities and Exchange Commission's long-serving form-based corporate filing system, is to be replaced.
Sales were up 3.1% from June, but down 13.2% from the same month a year ago, according to NAR.
Sales hit an estimated $24.6 billion during the second quarter, up 54.1% from the second quarter of 2007.
Now that levels have been defined, you must communicate your new service levels to your clients.
The wild popularity of 130/30 funds notwithstanding, recent analysis of the unique long-short strategy suggests that advisers would be wise to check under the hood for a closer look at the portfolio and not just jump in to the latest marketing craze.
Fifteen HealthShares exchange traded funds will close as part of a reorganization of the 19 HealthShares ETFs.
The group will oppose the SEC's proposal to regulate certain indexed annuities as securities.
