The first income guarantee wrap-per around a managed-account portfolio hasn't even been sold yet, but its mere existence has sparked growing interest in retirement income products within the managed-accounts industry.
Real estate investment trusts outperformed other major market benchmarks during the first five months of the year.
Pershing LLC subsidiary iNautix LLC on Wednesday will introduce a next-generation document management solution geared toward introducing broker-dealers, investment professionals and independent registered investment advisers.
A mantra of tax-efficient investing is to harvest capital losses and defer all gains.
The economic downturn is forcing some baby boomers to raid their 401(k) plans and halt their savings, which could have a negative effect on their retirement, according to a new study.
MassMutual announced that it had completed its purchase of First Mercantile Trust Co. from SunTrust Banks Inc. of Atlanta.
Fidelity Investments' recent launch of an emerging-markets fund may signal the next frontier, but emerging markets' reputation for risk will likely lead investors to keep exposure to a minimum.
Estimated sales of fixed annuities were $18.1 billion in the first quarter, a 35% increase from the level a year earlier.
Open architecture has been slow to come to the structured products market.
The theory behind the Dunham Appreciation & Income Fund (DNAIX) is that by allocating half the portfolio to convertible bonds and preferred stocks and the other half to common stock, investors will experience a smoother long-term ride.
